CRM
JBTM

Cramer Rosenthal McGlynn’s JBT Marel JBTM Stock Holding History

Cramer Rosenthal McGlynn’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
Q4 		– Sell
-101,616
Closed -$10.7M – 115
2023
Q3 		$10.7M Buy
101,616
+60,487
+147% +$6.77M 0.6% 65
2023
Q2 		$4.99M Buy
+41,129
New +$4.51M 0.25% 88
2020
Q1 		– Sell
-187,995
Closed -$21.2M – 110
2019
Q4 		$21.2M Buy
187,995
+51,850
+38% +$5.55M 0.6% 71
2019
Q3 		$13.5M Sell
136,145
-32,525
-19% -$3.58M 0.38% 90
2019
Q2 		$20.4M Sell
168,670
-46,125
-21% -$4.96M 0.56% 72
2019
Q1 		$19.7M Buy
214,795
+1,535
+0.7% +$130K 0.47% 82
2018
Q4 		$15.3M Buy
213,260
+50,905
+31% +$4.51M 0.39% 92
2018
Q3 		$19.4M Sell
162,355
-11,435
-7% -$1.24M 0.37% 94
2018
Q2 		$15.4M Buy
173,790
+40,305
+30% +$3.93M 0.28% 103
2018
Q1 		$15.1M Buy
133,485
+1,105
+0.8% +$126K 0.25% 116
2017
Q4 		$14.7M Sell
132,380
-31,410
-19% -$3.43M 0.24% 124
2017
Q3 		$16.6M Buy
163,790
+2,280
+1% +$210K 0.27% 116
2017
Q2 		$15.8M Sell
161,510
-8,362
-5% -$742K 0.24% 123
2017
Q1 		$14.9M Sell
169,872
-2,275
-1% -$197K 0.23% 137
2016
Q4 		$14.8M Sell
172,147
-22,135
-11% -$1.81M 0.22% 136
2016
Q3 		$13.7M Sell
194,282
-5,126
-3% -$343K 0.21% 146
2016
Q2 		$12.2M Buy
199,408
+41,465
+26% +$2.42M 0.2% 151
2016
Q1 		$8.91M Sell
157,943
-38,345
-20% -$1.87M 0.14% 157
2015
Q4 		$9.78M Sell
196,288
-265,852
-58% -$12.1M 0.15% 158
2015
Q3 		$17.7M Sell
462,140
-1,575
-0.3% -$57.1K 0.24% 135
2015
Q2 		$17.4M Sell
463,715
-3,900
-0.8% -$144K 0.22% 139
2015
Q1 		$16.7M Sell
467,615
-46,275
-9% -$1.53M 0.19% 148
2014
Q4 		$16.9M Sell
513,890
-36,135
-7% -$1.11M 0.17% 142
2014
Q3 		$15.5M Sell
550,025
-174,675
-24% -$5.02M 0.15% 146
2014
Q2 		$22.5M Buy
724,700
+85,275
+13% +$2.54M 0.18% 136
2014
Q1 		$19.8M Buy
+639,425
New +$19.5M 0.15% 150

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cramer Rosenthal McGlynn's JBTM Position: Q4 2023 in Review

Cramer Rosenthal McGlynn sold out of JBT Marel (JBTM) in Q4 2023, closing a stake of 101,616 shares — an estimated $10.7M sold.

Cramer Rosenthal McGlynn first reported a position in JBTM in Q1 2014 and held it in 26 quarters. The position peaked at $22.5M in Q2 2014. 299 funds tracked by Wall St. Rank hold JBTM as of Q4 2023.

  • Cramer Rosenthal McGlynn reported no remaining JBT Marel position as of Q4 2023 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 101,616 JBT Marel shares in Q4 2023, an estimated $10.7M.
  • Cramer Rosenthal McGlynn first reported a position in JBT Marel in Q1 2014 and held it in 26 quarters.
  • Cramer Rosenthal McGlynn's JBT Marel position peaked at $22.5M in Q2 2014.
  • 299 funds tracked by Wall St. Rank held JBT Marel as of Q4 2023.

Based on Cramer Rosenthal McGlynn's 13F filing for Q4 2023, filed 13 Feb 2024.