BCA
JBTM

Berman Capital Advisors’s JBT Marel JBTM Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$3K Hold
27
– – ﹤0.01% 1635
2021
Q2 		$3K Hold
27
– – ﹤0.01% 1533
2021
Q1 		$3K Hold
27
– – ﹤0.01% 1457
2020
Q4 		$3K Hold
27
– – ﹤0.01% 1342
2020
Q3 		$2K Hold
27
– – ﹤0.01% 1358
2020
Q2 		$2K Buy
27
+9
+50% +$698 ﹤0.01% 1336
2020
Q1 		$1K Buy
+18
New +$1.8K ﹤0.01% 1398

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's JBTM Position: Q3 2021 in Review

Berman Capital Advisors held its JBT Marel (JBTM) position steady in Q3 2021 at 27 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Berman Capital Advisors first reported a position in JBTM in Q1 2020 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold JBTM as of Q3 2021.

  • Berman Capital Advisors held 27 shares of JBT Marel worth $3K as of Q3 2021.
  • Berman Capital Advisors left its JBT Marel share count unchanged in Q3 2021.
  • JBT Marel made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1635 holding.
  • Berman Capital Advisors first reported a position in JBT Marel in Q1 2020 and has held it in 7 quarters since.
  • 266 funds tracked by Wall St. Rank held JBT Marel as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.