Barrow, Hanley, Mewhinney & Strauss
JBTM

Barrow, Hanley, Mewhinney & Strauss’s JBT Marel JBTM Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2015
Q4 		– Sell
-74,825
Closed -$2.86M – 336
2015
Q3 		$2.86M Hold
74,825
– – ﹤0.01% 199
2015
Q2 		$2.81M Buy
74,825
+3,858
+5% +$142K ﹤0.01% 213
2015
Q1 		$2.54M Buy
+70,967
New +$2.34M ﹤0.01% 216

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's JBTM Position: Q4 2015 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of JBT Marel (JBTM) in Q4 2015, closing a stake of 74,825 shares — an estimated $2.86M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in JBTM in Q1 2015 and held it in 3 quarters. The position peaked at $2.86M in Q3 2015. 191 funds tracked by Wall St. Rank hold JBTM as of Q4 2015.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining JBT Marel position as of Q4 2015 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 74,825 JBT Marel shares in Q4 2015, an estimated $2.86M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in JBT Marel in Q1 2015 and held it in 3 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's JBT Marel position peaked at $2.86M in Q3 2015.
  • 191 funds tracked by Wall St. Rank held JBT Marel as of Q4 2015.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2015, filed 4 Feb 2016.