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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Dean Capital Management's JBTM Position: Q2 2023 in Review

Dean Capital Management sold out of JBT Marel (JBTM) in Q2 2023, closing a stake of 6,610 shares — an estimated $722K sold.

Dean Capital Management first reported a position in JBTM in Q2 2013 and held it in 10 quarters. The position peaked at $722K in Q1 2023. 276 funds tracked by Wall St. Rank hold JBTM as of Q2 2023.

Dean Capital Management reported no remaining JBT Marel position as of Q2 2023 after selling out during the quarter.
Dean Capital Management sold 6,610 JBT Marel shares in Q2 2023, an estimated $722K.
Dean Capital Management first reported a position in JBT Marel in Q2 2013 and held it in 10 quarters.
Dean Capital Management's JBT Marel position peaked at $722K in Q1 2023.
276 funds tracked by Wall St. Rank held JBT Marel as of Q2 2023.

Based on Dean Capital Management's 13F filing for Q2 2023, filed 15 Aug 2023.