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 – 2466
2023
Q3 		$604K Buy
+5,747
New +$643K ﹤0.01% 1218
2018
Q1 		– Sell
-2,300
Closed -$254K – 565
2017
Q4 		$254K Buy
+2,300
New +$251K 0.01% 394
2017
Q2 		– Sell
-4,085
Closed -$359K – 987
2017
Q1 		$359K Sell
4,085
-6,195
-60% -$537K 0.01% 667
2016
Q4 		$883K Buy
+10,280
New +$839K 0.03% 458

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Capstone Investment Advisors's JBTM Position: Q4 2023 in Review

Capstone Investment Advisors sold out of JBT Marel (JBTM) in Q4 2023, closing a stake of 5,747 shares — an estimated $604K sold.

Capstone Investment Advisors first reported a position in JBTM in Q4 2016 and held it in 4 quarters. The position peaked at $883K in Q4 2016. 299 funds tracked by Wall St. Rank hold JBTM as of Q4 2023.

  • Capstone Investment Advisors reported no remaining JBT Marel position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,747 JBT Marel shares in Q4 2023, an estimated $604K.
  • Capstone Investment Advisors first reported a position in JBT Marel in Q4 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's JBT Marel position peaked at $883K in Q4 2016.
  • 299 funds tracked by Wall St. Rank held JBT Marel as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.