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

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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