Carroll Financial Associates’s JBT Marel JBTM Stock Holding History

Carroll Financial Associates’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
2021 Q4	$14K	Buy	+92	New	+$14.4K	﹤0.01%	1079
2020 Q3	–	Sell	-92	Closed	-$7K	–	1713
2020 Q2	$7K	Hold	92	–	–	﹤0.01%	1137
2020 Q1	$6K	Hold	92	–	–	﹤0.01%	1099
2019 Q4	$10K	Hold	92	–	–	﹤0.01%	1076
2019 Q3	$9K	Hold	92	–	–	﹤0.01%	1047
2019 Q2	$11K	Hold	92	–	–	﹤0.01%	997
2019 Q1	$8K	Hold	92	–	–	﹤0.01%	1011
2018 Q4	$6K	Hold	92	–	–	﹤0.01%	1006
2018 Q3	$10K	Hold	92	–	–	﹤0.01%	899
2018 Q2	$8K	Hold	92	–	–	﹤0.01%	916
2018 Q1	$10K	Hold	92	–	–	﹤0.01%	849
2017 Q4	$10K	Hold	92	–	–	﹤0.01%	835
2017 Q3	$9K	Hold	92	–	–	﹤0.01%	847
2017 Q2	$9K	Hold	92	–	–	﹤0.01%	870
2017 Q1	$8K	Hold	92	–	–	﹤0.01%	901
2016 Q4	$7K	Hold	92	–	–	﹤0.01%	888
2016 Q3	$6K	Hold	92	–	–	﹤0.01%	922
2016 Q2	$5K	Hold	92	–	–	﹤0.01%	936
2016 Q1	$5K	Hold	92	–	–	﹤0.01%	912
2015 Q4	$4K	Hold	92	–	–	﹤0.01%	926
2015 Q3	$3K	Hold	92	–	–	﹤0.01%	945
2015 Q2	$3K	Buy	+92	New	+$3.39K	﹤0.01%	951
2014 Q4	–	Sell	-92	Closed	-$2K	–	903
2014 Q3	$2K	Hold	92	–	–	﹤0.01%	762
2014 Q2	$3K	Hold	92	–	–	﹤0.01%	786
2014 Q1	$3K	Hold	92	–	–	﹤0.01%	735
2013 Q4	$2K	Hold	92	–	–	﹤0.01%	728
2013 Q3	$2K	Hold	92	–	–	﹤0.01%	704
2013 Q2	$1K	Buy	+92	New	+$1.93K	﹤0.01%	590

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carroll Financial Associates's JBTM Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in JBT Marel (JBTM) in Q4 2021: 92 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in JBTM as recently as Q2 2020.

Carroll Financial Associates first reported a position in JBTM in Q2 2013 and has held it in 28 quarters since. 287 funds tracked by Wall St. Rank hold JBTM as of Q4 2021.

Carroll Financial Associates held 92 shares of JBT Marel worth $14K as of Q4 2021.
JBT Marel was a new Carroll Financial Associates position in Q4 2021.
JBT Marel made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1079 holding.
Carroll Financial Associates first reported a position in JBT Marel in Q2 2013 and has held it in 28 quarters since.
287 funds tracked by Wall St. Rank held JBT Marel as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.