CIP
JBTM

Convergence Investment Partners’s JBT Marel JBTM Stock Holding History

Convergence Investment Partners’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
2019
Q4 		– Sell
-1,477
Closed -$147K – 325
2019
Q3 		$147K Sell
1,477
-7,967
-84% -$878K 0.04% 254
2019
Q2 		$1.14M Buy
+9,444
New +$1.02M 0.28% 138
2014
Q2 		– Sell
-29,800
Closed -$921K – 431
2014
Q1 		$921K Buy
29,800
+6,700
+29% +$204K 0.14% 211
2013
Q4 		$678K Buy
+23,100
New +$641K 0.11% 221

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Convergence Investment Partners's JBTM Position: Q4 2019 in Review

Convergence Investment Partners sold out of JBT Marel (JBTM) in Q4 2019, closing a stake of 1,477 shares — an estimated $147K sold.

Convergence Investment Partners first reported a position in JBTM in Q4 2013 and held it in 4 quarters. The position peaked at $1.14M in Q2 2019. 256 funds tracked by Wall St. Rank hold JBTM as of Q4 2019.

  • Convergence Investment Partners reported no remaining JBT Marel position as of Q4 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 1,477 JBT Marel shares in Q4 2019, an estimated $147K.
  • Convergence Investment Partners first reported a position in JBT Marel in Q4 2013 and held it in 4 quarters.
  • Convergence Investment Partners's JBT Marel position peaked at $1.14M in Q2 2019.
  • 256 funds tracked by Wall St. Rank held JBT Marel as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.