CIP
JBTM

Chartwell Investment Partners’s JBT Marel JBTM Stock Holding History

Chartwell Investment Partners’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
Q3 		$6.51M Buy
66,069
+3,254
+5% +$300K 0.22% 150
2024
Q2 		$5.97M Buy
+62,815
New +$5.93M 0.21% 156

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Chartwell Investment Partners's JBTM Position: Q3 2024 in Review

Chartwell Investment Partners increased its JBT Marel (JBTM) stake by 5.2% in Q3 2024, buying an estimated $300K and bringing the position to 66,069 shares worth $6.51M. The position accounts for 0.22% of the portfolio, ranked #150.

Chartwell Investment Partners first reported a position in JBTM in Q2 2024 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold JBTM as of Q3 2024.

  • Chartwell Investment Partners held 66,069 shares of JBT Marel worth $6.51M as of Q3 2024.
  • Chartwell Investment Partners bought 3,254 JBT Marel shares in Q3 2024, an estimated $300K.
  • JBT Marel made up 0.22% of Chartwell Investment Partners's portfolio in Q3 2024, its #150 holding.
  • Chartwell Investment Partners first reported a position in JBT Marel in Q2 2024 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held JBT Marel as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.