Brown Advisory
JBTM

Brown Advisory’s JBT Marel JBTM Stock Holding History

Brown Advisory’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
2025
Q1 		– Sell
-5,236
Closed -$665K – 1432
2024
Q4 		$665K Buy
+5,236
New +$604K ﹤0.01% 917
2024
Q3 		– Sell
-150,869
Closed -$14.3M – 1298
2024
Q2 		$14.3M Sell
150,869
-399,051
-73% -$37.6M 0.02% 366
2024
Q1 		$57.7M Sell
549,920
-87,491
-14% -$8.71M 0.08% 191
2023
Q4 		$63.4M Sell
637,411
-3,589
-0.6% -$372K 0.09% 167
2023
Q3 		$67.4M Sell
641,000
-9,948
-2% -$1.11M 0.11% 151
2023
Q2 		$79M Sell
650,948
-47,849
-7% -$5.25M 0.12% 148
2023
Q1 		$76.4M Buy
698,797
+14,084
+2% +$1.49M 0.13% 148
2022
Q4 		$62.5M Sell
684,713
-10,171
-1% -$931K 0.12% 159
2022
Q3 		$59.8M Buy
694,884
+32,723
+5% +$3.47M 0.12% 158
2022
Q2 		$73.1M Buy
662,161
+195,561
+42% +$22.5M 0.14% 138
2022
Q1 		$55.3M Buy
466,600
+16,108
+4% +$2.06M 0.08% 187
2021
Q4 		$69.2M Sell
450,492
-148,533
-25% -$23.2M 0.09% 168
2021
Q3 		$84.2M Sell
599,025
-40,701
-6% -$5.83M 0.12% 136
2021
Q2 		$91.2M Buy
639,726
+32,691
+5% +$4.56M 0.14% 124
2021
Q1 		$80.9M Buy
607,035
+16,632
+3% +$2.19M 0.14% 128
2020
Q4 		$67.2M Buy
590,403
+26,593
+5% +$2.74M 0.12% 136
2020
Q3 		$51.8M Buy
563,810
+28,892
+5% +$2.77M 0.11% 136
2020
Q2 		$46M Buy
534,918
+25,945
+5% +$2.01M 0.11% 144
2020
Q1 		$37.8M Buy
508,973
+16,797
+3% +$1.68M 0.12% 140
2019
Q4 		$55.4M Buy
492,176
+79,920
+19% +$8.56M 0.14% 135
2019
Q3 		$41M Buy
412,256
+14,765
+4% +$1.63M 0.12% 154
2019
Q2 		$48.1M Buy
397,491
+1,962
+0.5% +$211K 0.14% 143
2019
Q1 		$36.3M Buy
395,529
+27,240
+7% +$2.3M 0.1% 174
2018
Q4 		$26.4M Buy
368,289
+1,370
+0.4% +$121K 0.09% 203
2018
Q3 		$43.8M Buy
+366,919
New +$39.9M 0.12% 156

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory's JBTM Position: Q1 2025 in Review

Brown Advisory sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 5,236 shares — an estimated $665K sold.

Brown Advisory first reported a position in JBTM in Q3 2018 and held it in 25 quarters. The position peaked at $91.2M in Q2 2021. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

  • Brown Advisory reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 5,236 JBT Marel shares in Q1 2025, an estimated $665K.
  • Brown Advisory first reported a position in JBT Marel in Q3 2018 and held it in 25 quarters.
  • Brown Advisory's JBT Marel position peaked at $91.2M in Q2 2021.
  • 337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.