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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Cascade Investment Advisors's JBTM Position: Q4 2024 in Review

Cascade Investment Advisors sold out of JBT Marel (JBTM) in Q4 2024, closing a stake of 13,003 shares — an estimated $1.28M sold.

Cascade Investment Advisors first reported a position in JBTM in Q2 2020 and held it in 18 quarters. The position peaked at $1.32M in Q2 2023. 326 funds tracked by Wall St. Rank hold JBTM as of Q4 2024.

  • Cascade Investment Advisors reported no remaining JBT Marel position as of Q4 2024 after selling out during the quarter.
  • Cascade Investment Advisors sold 13,003 JBT Marel shares in Q4 2024, an estimated $1.28M.
  • Cascade Investment Advisors first reported a position in JBT Marel in Q2 2020 and held it in 18 quarters.
  • Cascade Investment Advisors's JBT Marel position peaked at $1.32M in Q2 2023.
  • 326 funds tracked by Wall St. Rank held JBT Marel as of Q4 2024.

Based on Cascade Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.