BAM
JBTM

Belpointe Asset Management’s JBT Marel JBTM Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-392
Closed -$42.8K – 3496
2023
Q1 		$42.8K Buy
392
+217
+124% +$23K ﹤0.01% 1791
2022
Q4 		$16K Buy
+175
New +$16K ﹤0.01% 2339

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Belpointe Asset Management's JBTM Position: Q2 2023 in Review

Belpointe Asset Management sold out of JBT Marel (JBTM) in Q2 2023, closing a stake of 392 shares — an estimated $42.8K sold.

Belpointe Asset Management first reported a position in JBTM in Q4 2022 and held it in 2 quarters. The position peaked at $42.8K in Q1 2023. 276 funds tracked by Wall St. Rank hold JBTM as of Q2 2023.

  • Belpointe Asset Management reported no remaining JBT Marel position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 392 JBT Marel shares in Q2 2023, an estimated $42.8K.
  • Belpointe Asset Management first reported a position in JBT Marel in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's JBT Marel position peaked at $42.8K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held JBT Marel as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.