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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return