Barrett Asset Management’s JBT Marel JBTM Stock Holding History

Barrett Asset Management’s Portfolio JBTM Stock Details JBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,500	Closed	-$149K	–	385
2019 Q3	$149K	Sell	1,500 -1,500	-50%	-$165K	0.01%	166
2019 Q2	$363K	Buy	3,000 +1,000	+50%	+$107K	0.02%	120
2019 Q1	$184K	Hold	2,000	–	–	0.01%	151
2018 Q4	$144K	Hold	2,000	–	–	0.01%	161
2018 Q3	$239K	Buy	+2,000	New	+$218K	0.02%	142

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrett Asset Management's JBTM Position: Q4 2019 in Review

Barrett Asset Management sold out of JBT Marel (JBTM) in Q4 2019, closing a stake of 1,500 shares — an estimated $149K sold.

Barrett Asset Management first reported a position in JBTM in Q3 2018 and held it in 5 quarters. The position peaked at $363K in Q2 2019. 256 funds tracked by Wall St. Rank hold JBTM as of Q4 2019.

Barrett Asset Management reported no remaining JBT Marel position as of Q4 2019 after selling out during the quarter.
Barrett Asset Management sold 1,500 JBT Marel shares in Q4 2019, an estimated $149K.
Barrett Asset Management first reported a position in JBT Marel in Q3 2018 and held it in 5 quarters.
Barrett Asset Management's JBT Marel position peaked at $363K in Q2 2019.
256 funds tracked by Wall St. Rank held JBT Marel as of Q4 2019.

Based on Barrett Asset Management's 13F filing for Q4 2019, filed 4 Feb 2020.