DAM
JBTM

Delta Asset Management’s JBT Marel JBTM Stock Holding History

Delta Asset 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
2022
Q1 		– Sell
-40
Closed -$6K – 611
2021
Q4 		$6K Sell
40
-20
-33% -$3.13K ﹤0.01% 532
2021
Q3 		$8K Hold
60
– – ﹤0.01% 491
2021
Q2 		$9K Hold
60
– – ﹤0.01% 480
2021
Q1 		$8K Hold
60
– – ﹤0.01% 474
2020
Q4 		$7K Hold
60
– – ﹤0.01% 483
2020
Q3 		$6K Buy
+60
New +$5.75K ﹤0.01% 470

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Delta Asset Management's JBTM Position: Q1 2022 in Review

Delta Asset Management sold out of JBT Marel (JBTM) in Q1 2022, closing a stake of 40 shares — an estimated $6K sold.

Delta Asset Management first reported a position in JBTM in Q3 2020 and held it in 6 quarters. The position peaked at $9K in Q2 2021. 282 funds tracked by Wall St. Rank hold JBTM as of Q1 2022.

  • Delta Asset Management reported no remaining JBT Marel position as of Q1 2022 after selling out during the quarter.
  • Delta Asset Management sold 40 JBT Marel shares in Q1 2022, an estimated $6K.
  • Delta Asset Management first reported a position in JBT Marel in Q3 2020 and held it in 6 quarters.
  • Delta Asset Management's JBT Marel position peaked at $9K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held JBT Marel as of Q1 2022.

Based on Delta Asset Management's 13F filing for Q1 2022, filed 12 May 2022.