DIA
JBTM

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return