Concourse Financial Group Securities’s JBT Marel JBTM Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-388	Closed	-$49.1K	–	2225
2024 Q4	$49.1K	Buy	388 +155	+67%	+$17.9K	﹤0.01%	1228
2024 Q3	$23K	Buy	233 +13	+6%	+$1.2K	﹤0.01%	1477
2024 Q2	$20.9K	Buy	+220	New	+$20.8K	﹤0.01%	1501
2020 Q4	–	Sell	-36	Closed	-$3.71K	–	2375
2020 Q3	$3K	Hold	36	–	–	﹤0.01%	1960
2020 Q2	$3K	Buy	36 +11	+44%	+$854	﹤0.01%	1859
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	1948
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	1823
2019 Q3	$2K	Buy	25 +10	+67%	+$1.1K	﹤0.01%	1588
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	2046
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	2199
2018 Q4	$1K	Buy	+15	New	+$1.33K	﹤0.01%	2065

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's JBTM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 388 shares — an estimated $49.1K sold.

Concourse Financial Group Securities first reported a position in JBTM in Q4 2018 and held it in 11 quarters. The position peaked at $49.1K in Q4 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

Concourse Financial Group Securities reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 388 JBT Marel shares in Q1 2025, an estimated $49.1K.
Concourse Financial Group Securities first reported a position in JBT Marel in Q4 2018 and held it in 11 quarters.
Concourse Financial Group Securities's JBT Marel position peaked at $49.1K in Q4 2024.
337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.