CCM
JBTM

Coldstream Capital Management’s JBT Marel JBTM Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-687
Closed -$84K – 3514
2025
Q1 		$84K Buy
+687
New +$87K ﹤0.01% 1442
2019
Q3 		– Sell
-1,741
Closed -$211K – 353
2019
Q2 		$211K Buy
+1,741
New +$187K 0.02% 302
2018
Q4 		– Sell
-2,033
Closed -$242K – 398
2018
Q3 		$242K Buy
+2,033
New +$221K 0.02% 303

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Coldstream Capital Management's JBTM Position: Q2 2025 in Review

Coldstream Capital Management sold out of JBT Marel (JBTM) in Q2 2025, closing a stake of 687 shares — an estimated $84K sold.

Coldstream Capital Management first reported a position in JBTM in Q3 2018 and held it in 3 quarters. The position peaked at $242K in Q3 2018. 351 funds tracked by Wall St. Rank hold JBTM as of Q2 2025.

  • Coldstream Capital Management reported no remaining JBT Marel position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 687 JBT Marel shares in Q2 2025, an estimated $84K.
  • Coldstream Capital Management first reported a position in JBT Marel in Q3 2018 and held it in 3 quarters.
  • Coldstream Capital Management's JBT Marel position peaked at $242K in Q3 2018.
  • 351 funds tracked by Wall St. Rank held JBT Marel as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.