ClariVest Asset Management’s JBT Marel JBTM Stock Holding History

ClariVest Asset Management’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
2022 Q4	–	Sell	-7,233	Closed	-$622K	–	753
2022 Q3	$622K	Sell	7,233 -19	-0.3%	-$2.02K	0.03%	328
2022 Q2	$801K	Hold	7,252	–	–	0.03%	309
2022 Q1	$859K	Hold	7,252	–	–	0.03%	305
2021 Q4	$1.11M	Sell	7,252 -2,249	-24%	-$352K	0.03%	301
2021 Q3	$1.34M	Sell	9,501 -343	-3%	-$49.2K	0.04%	280
2021 Q2	$1.4M	Buy	9,844 +3,218	+49%	+$449K	0.05%	246
2021 Q1	$883K	Sell	6,626 -400	-6%	-$52.6K	0.03%	301
2020 Q4	$800K	Sell	7,026 -1,209	-15%	-$125K	0.03%	304
2020 Q3	$758K	Sell	8,235 -421	-5%	-$40.3K	0.02%	324
2020 Q2	$744K	Sell	8,656 -305	-3%	-$23.7K	0.02%	355
2020 Q1	$666K	Sell	8,961 -12,252	-58%	-$1.23M	0.02%	364
2019 Q4	$2.39M	Sell	21,213 -28,212	-57%	-$3.02M	0.05%	227
2019 Q3	$4.91M	Buy	+49,425	New	+$5.44M	0.11%	166
2017 Q3	–	Sell	-7	Closed	-$1K	–	694
2017 Q2	$1K	Hold	7	–	–	﹤0.01%	641
2017 Q1	$1K	Hold	7	–	–	﹤0.01%	661
2016 Q4	$1K	Buy	+7	New	+$571	﹤0.01%	643

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

CIP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CCA

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

ClariVest Asset Management's JBTM Position: Q4 2022 in Review

ClariVest Asset Management sold out of JBT Marel (JBTM) in Q4 2022, closing a stake of 7,233 shares — an estimated $622K sold.

ClariVest Asset Management first reported a position in JBTM in Q4 2016 and held it in 16 quarters. The position peaked at $4.91M in Q3 2019. 275 funds tracked by Wall St. Rank hold JBTM as of Q4 2022.

ClariVest Asset Management reported no remaining JBT Marel position as of Q4 2022 after selling out during the quarter.
ClariVest Asset Management sold 7,233 JBT Marel shares in Q4 2022, an estimated $622K.
ClariVest Asset Management first reported a position in JBT Marel in Q4 2016 and held it in 16 quarters.
ClariVest Asset Management's JBT Marel position peaked at $4.91M in Q3 2019.
275 funds tracked by Wall St. Rank held JBT Marel as of Q4 2022.

Based on ClariVest Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.