Capstone Investment Advisors
JBTM

Capstone Investment Advisors’s JBT Marel JBTM Stock Holding History

Capstone Investment 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
2023
Q4 		– Sell
-5,747
Closed -$604K – 2510
2023
Q3 		$604K Buy
+5,747
New +$643K 0.02% 1218
2018
Q1 		– Sell
-2,300
Closed -$254K – 580
2017
Q4 		$254K Buy
+2,300
New +$251K 0.01% 394
2017
Q2 		– Sell
-4,085
Closed -$359K – 1008
2017
Q1 		$359K Sell
4,085
-6,195
-60% -$537K 0.02% 667
2016
Q4 		$883K Buy
+10,280
New +$839K 0.05% 458

Other funds holding JBTM

BlackRock
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return