CAS
JBTM

Coppell Advisory Solutions’s JBT Marel JBTM Stock Holding History

Coppell Advisory Solutions’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
2024
Q4 		– Sell
-9
Closed -$880 – 2097
2024
Q3 		$880 Hold
9
– – ﹤0.01% 1589
2024
Q2 		$855 Buy
+9
New +$849 ﹤0.01% 1526
2023
Q4 		$895 Buy
+9
New +$933 ﹤0.01% 1434
2023
Q3 		– Sell
-9
Closed -$1.09K – 1591
2023
Q2 		$1.09K Buy
+9
New +$987 ﹤0.01% 1130

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 $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Coppell Advisory Solutions's JBTM Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of JBT Marel (JBTM) in Q4 2024, closing a stake of 9 shares — an estimated $880 sold.

Coppell Advisory Solutions first reported a position in JBTM in Q2 2023 and held it in 4 quarters. The position peaked at $1.09K in Q2 2023. 326 funds tracked by Wall St. Rank hold JBTM as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining JBT Marel position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 9 JBT Marel shares in Q4 2024, an estimated $880.
  • Coppell Advisory Solutions first reported a position in JBT Marel in Q2 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's JBT Marel position peaked at $1.09K in Q2 2023.
  • 326 funds tracked by Wall St. Rank held JBT Marel as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.