CF
JBTM

CNA Financial’s JBT Marel JBTM Stock Holding History

CNA Financial’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
2023
Q1 		– Sell
-3,628
Closed -$331K – 78
2022
Q4 		$331K Sell
3,628
-10,865
-75% -$995K 0.2% 55
2022
Q3 		$1.25M Sell
14,493
-1,187
-8% -$126K 0.47% 31
2022
Q2 		$1.73M Sell
15,680
-150
-0.9% -$17.2K 0.61% 26
2022
Q1 		$1.88M Sell
15,830
-280
-2% -$35.8K 0.58% 32
2021
Q4 		$2.47M Sell
16,110
-1,008
-6% -$158K 0.65% 33
2021
Q3 		$2.41M Buy
17,118
+120
+0.7% +$17.2K 0.66% 34
2021
Q2 		$2.42M Sell
16,998
-450
-3% -$62.8K 0.69% 36
2021
Q1 		$2.33M Sell
17,448
-1,107
-6% -$145K 0.71% 31
2020
Q4 		$2.11M Buy
18,555
+920
+5% +$94.9K 0.66% 36
2020
Q3 		$1.62M Buy
17,635
+2,130
+14% +$204K 0.59% 34
2020
Q2 		$1.33M Buy
15,505
+9,635
+164% +$748K 0.53% 40
2020
Q1 		$436K Buy
+5,870
New +$587K 0.18% 78

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
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
T. Rowe Price Investment Management
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

CNA Financial's JBTM Position: Q1 2023 in Review

CNA Financial sold out of JBT Marel (JBTM) in Q1 2023, closing a stake of 3,628 shares — an estimated $331K sold.

CNA Financial first reported a position in JBTM in Q1 2020 and held it in 12 quarters. The position peaked at $2.47M in Q4 2021. 278 funds tracked by Wall St. Rank hold JBTM as of Q1 2023.

  • CNA Financial reported no remaining JBT Marel position as of Q1 2023 after selling out during the quarter.
  • CNA Financial sold 3,628 JBT Marel shares in Q1 2023, an estimated $331K.
  • CNA Financial first reported a position in JBT Marel in Q1 2020 and held it in 12 quarters.
  • CNA Financial's JBT Marel position peaked at $2.47M in Q4 2021.
  • 278 funds tracked by Wall St. Rank held JBT Marel as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.