Dean Capital Management’s JBT Marel JBTM Stock Holding History

Dean Capital Management’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 Q2	–	Sell	-6,610	Closed	-$722K	–	76
2023 Q1	$722K	Buy	+6,610	New	+$699K	0.94%	51
2020 Q2	–	Sell	-4,065	Closed	-$302K	–	159
2020 Q1	$302K	Buy	+4,065	New	+$407K	0.45%	121
2015 Q2	–	Sell	-18,090	Closed	-$646K	–	96
2015 Q1	$646K	Sell	18,090 -250	-1%	-$8.26K	1.23%	33
2014 Q4	$602K	Buy	18,340 +15,255	+494%	+$467K	1.17%	47
2014 Q3	$86K	Sell	3,085 -470	-13%	-$13.5K	1.18%	39
2014 Q2	$111K	Hold	3,555	–	–	1.23%	38
2014 Q1	$110K	Hold	3,555	–	–	1.32%	39
2013 Q4	$104K	Buy	3,555 +415	+13%	+$11.5K	1.23%	39
2013 Q3	$78K	Sell	3,140 -65	-2%	-$1.52K	1.16%	42
2013 Q2	$67K	Buy	+3,205	New	+$67.2K	1.07%	49

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Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Investment Management

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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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return