ClearBridge Investments
JBTM

ClearBridge Investments’s JBT Marel JBTM Stock Holding History

ClearBridge Investments’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
Q3 		– Sell
-7,911
Closed -$1.13M – 846
2021
Q2 		$1.13M Sell
7,911
-781
-9% -$109K ﹤0.01% 707
2021
Q1 		$1.16M Buy
8,692
+1,846
+27% +$243K ﹤0.01% 669
2020
Q4 		$780K Buy
6,846
+2,409
+54% +$248K ﹤0.01% 687
2020
Q3 		$408K Buy
+4,437
New +$425K ﹤0.01% 715

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
T. Rowe Price Associates
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments's JBTM Position: Q3 2021 in Review

ClearBridge Investments sold out of JBT Marel (JBTM) in Q3 2021, closing a stake of 7,911 shares — an estimated $1.13M sold.

ClearBridge Investments first reported a position in JBTM in Q3 2020 and held it in 4 quarters. The position peaked at $1.16M in Q1 2021. 266 funds tracked by Wall St. Rank hold JBTM as of Q3 2021.

  • ClearBridge Investments reported no remaining JBT Marel position as of Q3 2021 after selling out during the quarter.
  • ClearBridge Investments sold 7,911 JBT Marel shares in Q3 2021, an estimated $1.13M.
  • ClearBridge Investments first reported a position in JBT Marel in Q3 2020 and held it in 4 quarters.
  • ClearBridge Investments's JBT Marel position peaked at $1.16M in Q1 2021.
  • 266 funds tracked by Wall St. Rank held JBT Marel as of Q3 2021.

Based on ClearBridge Investments's 13F filing for Q3 2021, filed 12 Nov 2021.