CIA
JBTM

Cascade Investment Advisors’s JBT Marel JBTM Stock Holding History

Cascade 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
2024
Q4 		– Sell
-13,003
Closed -$1.28M – 119
2024
Q3 		$1.28M Buy
13,003
+395
+3% +$36.5K 0.82% 66
2024
Q2 		$1.2M Buy
12,608
+820
+7% +$77.4K 0.81% 57
2024
Q1 		$1.24M Buy
11,788
+320
+3% +$31.9K 0.81% 60
2023
Q4 		$1.14M Buy
11,468
+500
+5% +$51.8K 0.81% 63
2023
Q3 		$1.15M Buy
10,968
+45
+0.4% +$5.04K 0.91% 51
2023
Q2 		$1.32M Buy
10,923
+165
+2% +$18.1K 0.99% 42
2023
Q1 		$1.18M Buy
10,758
+30
+0.3% +$3.17K 0.93% 54
2022
Q4 		$980K Buy
10,728
+715
+7% +$65.4K 0.82% 68
2022
Q3 		$913K Buy
10,013
+315
+3% +$33.4K 0.78% 69
2022
Q2 		$1.07M Buy
9,698
+65
+0.7% +$7.46K 0.84% 60
2022
Q1 		$1.14M Buy
9,633
+1,892
+24% +$242K 0.7% 75
2021
Q4 		$1.19M Buy
7,741
+155
+2% +$24.2K 0.7% 78
2021
Q3 		$1.07M Sell
7,586
-10
-0.1% -$1.43K 0.7% 79
2021
Q2 		$1.08M Buy
7,596
+70
+0.9% +$9.77K 0.68% 83
2021
Q1 		$1M Hold
7,526
– – 0.65% 83
2020
Q4 		$857K Buy
7,526
+2,485
+49% +$256K 0.63% 81
2020
Q3 		$463K Buy
5,041
+120
+2% +$11.5K 0.39% 92
2020
Q2 		$423K Buy
+4,921
New +$382K 0.4% 88

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UBS AM
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Dimensional Fund Advisors
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CIP
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