CPA
JBTM

Capital Performance Advisors’s JBT Marel JBTM Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-14
Closed -$1.38K – 2827
2024
Q3 		$1.38K Buy
+14
New +$1.29K ﹤0.01% 1749

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital Performance Advisors's JBTM Position: Q4 2024 in Review

Capital Performance Advisors sold out of JBT Marel (JBTM) in Q4 2024, closing a stake of 14 shares — an estimated $1.38K sold.

Capital Performance Advisors first reported a position in JBTM in Q3 2024 and held it in 1 quarter. The position peaked at $1.38K in Q3 2024. 325 funds tracked by Wall St. Rank hold JBTM as of Q4 2024.

  • Capital Performance Advisors reported no remaining JBT Marel position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 JBT Marel shares in Q4 2024, an estimated $1.38K.
  • Capital Performance Advisors first reported a position in JBT Marel in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's JBT Marel position peaked at $1.38K in Q3 2024.
  • 325 funds tracked by Wall St. Rank held JBT Marel as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.