Dean Investment Associates’s JBT Marel JBTM Stock Holding History

Dean Investment Associates’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	-17,514	Closed	-$1.91M	–	221
2023 Q1	$1.91M	Buy	+17,514	New	+$1.85M	0.31%	116
2020 Q2	–	Sell	-22,480	Closed	-$1.67M	–	246
2020 Q1	$1.67M	Buy	+22,480	New	+$2.25M	0.36%	123
2015 Q2	–	Sell	-49,375	Closed	-$1.76M	–	248
2015 Q1	$1.76M	Buy	49,375 +7	+0%	+$231	0.41%	80
2014 Q4	$1.62M	Sell	49,368 -725	-1%	-$22.2K	0.38%	97
2014 Q3	$1.41M	Sell	50,093 -7,010	-12%	-$202K	0.34%	93
2014 Q2	$1.77M	Buy	57,103 +2,635	+5%	+$78.3K	0.41%	85
2014 Q1	$1.68M	Hold	54,468	–	–	0.41%	89
2013 Q4	$1.6M	Sell	54,468 -202	-0.4%	-$5.61K	0.38%	87
2013 Q3	$1.36M	Buy	54,670 +5,235	+11%	+$122K	0.36%	96
2013 Q2	$1.04M	Buy	+49,435	New	+$1.04M	0.3%	108

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 Investment Associates's JBTM Position: Q2 2023 in Review

Dean Investment Associates sold out of JBT Marel (JBTM) in Q2 2023, closing a stake of 17,514 shares — an estimated $1.91M sold.

Dean Investment Associates first reported a position in JBTM in Q2 2013 and held it in 10 quarters. The position peaked at $1.91M in Q1 2023. 276 funds tracked by Wall St. Rank hold JBTM as of Q2 2023.

Dean Investment Associates reported no remaining JBT Marel position as of Q2 2023 after selling out during the quarter.
Dean Investment Associates sold 17,514 JBT Marel shares in Q2 2023, an estimated $1.91M.
Dean Investment Associates first reported a position in JBT Marel in Q2 2013 and held it in 10 quarters.
Dean Investment Associates's JBT Marel position peaked at $1.91M in Q1 2023.
276 funds tracked by Wall St. Rank held JBT Marel as of Q2 2023.

Based on Dean Investment Associates's 13F filing for Q2 2023, filed 7 Aug 2023.