BC
JBTM

Brinker Capital’s JBT Marel JBTM Stock Holding History

Brinker Capital’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
2020
Q1 		– Sell
-16,612
Closed -$1.87M – 1002
2019
Q4 		$1.87M Buy
16,612
+4,517
+37% +$484K 0.06% 334
2019
Q3 		$1.2M Buy
12,095
+3,118
+35% +$343K 0.04% 427
2019
Q2 		$1.09M Buy
8,977
+1,157
+15% +$124K 0.04% 439
2019
Q1 		$719K Buy
7,820
+2,151
+38% +$182K 0.03% 570
2018
Q4 		$407K Sell
5,669
-695
-11% -$61.6K 0.02% 657
2018
Q3 		$759K Sell
6,364
-652
-9% -$70.9K 0.03% 582
2018
Q2 		$624K Sell
7,016
-84
-1% -$8.2K 0.02% 640
2018
Q1 		$805K Sell
7,100
-169
-2% -$19.3K 0.03% 539
2017
Q4 		$805K Sell
7,269
-1,465
-17% -$160K 0.03% 520
2017
Q3 		$883K Buy
+8,734
New +$805K 0.04% 453
2017
Q2 		– Sell
-10,400
Closed -$915K – 894
2017
Q1 		$915K Sell
10,400
-2,476
-19% -$215K 0.04% 400
2016
Q4 		$1.11M Buy
+12,876
New +$1.05M 0.06% 280

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brinker Capital's JBTM Position: Q1 2020 in Review

Brinker Capital sold out of JBT Marel (JBTM) in Q1 2020, closing a stake of 16,612 shares — an estimated $1.87M sold.

Brinker Capital first reported a position in JBTM in Q4 2016 and held it in 12 quarters. The position peaked at $1.87M in Q4 2019. 229 funds tracked by Wall St. Rank hold JBTM as of Q1 2020.

  • Brinker Capital reported no remaining JBT Marel position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital sold 16,612 JBT Marel shares in Q1 2020, an estimated $1.87M.
  • Brinker Capital first reported a position in JBT Marel in Q4 2016 and held it in 12 quarters.
  • Brinker Capital's JBT Marel position peaked at $1.87M in Q4 2019.
  • 229 funds tracked by Wall St. Rank held JBT Marel as of Q1 2020.

Based on Brinker Capital's 13F filing for Q1 2020, filed 29 Apr 2020.