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

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BlackRock New York $5.7T 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return