Dana Investment Advisors’s JBT Marel JBTM Stock Holding History

Dana Investment Advisors’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 Q3	–	Sell	-17,960	Closed	-$1.71M	–	554
2024 Q2	$1.71M	Buy	17,960 +720	+4%	+$67.9K	0.06%	311
2024 Q1	$1.81M	Buy	17,240 +4,826	+39%	+$481K	0.06%	302
2023 Q4	$1.23M	Sell	12,414 -650	-5%	-$67.4K	0.06%	225
2023 Q3	$1.37M	Sell	13,064 -1,901	-13%	-$213K	0.07%	196
2023 Q2	$1.82M	Buy	14,965 +620	+4%	+$68K	0.09%	162
2023 Q1	$1.57M	Sell	14,345 -171	-1%	-$18.1K	0.08%	173
2022 Q4	$1.33M	Buy	14,516 +2,412	+20%	+$221K	0.07%	201
2022 Q3	$1.04M	Sell	12,104 -70	-0.6%	-$7.43K	0.06%	212
2022 Q2	$1.34M	Buy	+12,174	New	+$1.4M	0.07%	189

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dana Investment Advisors's JBTM Position: Q3 2024 in Review

Dana Investment Advisors sold out of JBT Marel (JBTM) in Q3 2024, closing a stake of 17,960 shares — an estimated $1.71M sold.

Dana Investment Advisors first reported a position in JBTM in Q2 2022 and held it in 9 quarters. The position peaked at $1.82M in Q2 2023. 311 funds tracked by Wall St. Rank hold JBTM as of Q3 2024.

Dana Investment Advisors reported no remaining JBT Marel position as of Q3 2024 after selling out during the quarter.
Dana Investment Advisors sold 17,960 JBT Marel shares in Q3 2024, an estimated $1.71M.
Dana Investment Advisors first reported a position in JBT Marel in Q2 2022 and held it in 9 quarters.
Dana Investment Advisors's JBT Marel position peaked at $1.82M in Q2 2023.
311 funds tracked by Wall St. Rank held JBT Marel as of Q3 2024.

Based on Dana Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.