BOK Financial’s JBT Marel JBTM Stock Holding History

BOK Financial’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
2024 Q1	–	Sell	-22	Closed	-$2.19K	–	1351
2023 Q4	$2.19K	Hold	22	–	–	﹤0.01%	1100
2023 Q3	$2.29K	Buy	+22	New	+$2.46K	﹤0.01%	1027
2023 Q1	–	Sell	-5,432	Closed	-$496K	–	1266
2022 Q4	$496K	Sell	5,432 -184	-3%	-$16.8K	0.01%	675
2022 Q3	$483K	Hold	5,616	–	–	0.01%	670
2022 Q2	$620K	Buy	5,616 +25	+0.4%	+$2.87K	0.01%	639
2022 Q1	$662K	Sell	5,591 -16	-0.3%	-$2.05K	0.01%	672
2021 Q4	$861K	Buy	5,607 +4	+0.1%	+$626	0.01%	619
2021 Q3	$788K	Buy	+5,603	New	+$803K	0.01%	626
2021 Q1	$753K	Hold	5,646	–	–	0.01%	621
2020 Q4	$643K	Sell	5,646 -159	-3%	-$16.4K	0.01%	619
2020 Q3	$533K	Buy	5,805 +1,009	+21%	+$96.7K	0.01%	611
2020 Q2	$413K	Buy	+4,796	New	+$372K	0.01%	680
2016 Q3	–	Sell	-625	Closed	-$38K	–	915
2016 Q2	$38K	Buy	+625	New	+$36.5K	﹤0.01%	848
2015 Q2	–	Sell	-3,918	Closed	-$140K	–	894
2015 Q1	$140K	Buy	+3,918	New	+$129K	﹤0.01%	803

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BOK Financial's JBTM Position: Q1 2024 in Review

BOK Financial sold out of JBT Marel (JBTM) in Q1 2024, closing a stake of 22 shares — an estimated $2.19K sold.

BOK Financial first reported a position in JBTM in Q1 2015 and held it in 14 quarters. The position peaked at $861K in Q4 2021. 288 funds tracked by Wall St. Rank hold JBTM as of Q1 2024.

BOK Financial reported no remaining JBT Marel position as of Q1 2024 after selling out during the quarter.
BOK Financial sold 22 JBT Marel shares in Q1 2024, an estimated $2.19K.
BOK Financial first reported a position in JBT Marel in Q1 2015 and held it in 14 quarters.
BOK Financial's JBT Marel position peaked at $861K in Q4 2021.
288 funds tracked by Wall St. Rank held JBT Marel as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.