DI
JBTM

Disciplined Investments’s JBT Marel JBTM Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-5
Closed -$607 – 1621
2023
Q2 		$607 Sell
5
-1
-17% -$110 ﹤0.01% 1163
2023
Q1 		$656 Buy
6
+2
+50% +$212 ﹤0.01% 1145
2022
Q4 		$365 Buy
4
+1
+33% +$92 ﹤0.01% 1280
2022
Q3 		$0 Sell
3
-2
-40% -$212 ﹤0.01% 1672
2022
Q2 		$1K Hold
5
– – ﹤0.01% 1183
2022
Q1 		$1K Buy
+5
New +$640 ﹤0.01% 1263

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Disciplined Investments's JBTM Position: Q3 2023 in Review

Disciplined Investments sold out of JBT Marel (JBTM) in Q3 2023, closing a stake of 5 shares — an estimated $607 sold.

Disciplined Investments first reported a position in JBTM in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 274 funds tracked by Wall St. Rank hold JBTM as of Q3 2023.

  • Disciplined Investments reported no remaining JBT Marel position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 JBT Marel shares in Q3 2023, an estimated $607.
  • Disciplined Investments first reported a position in JBT Marel in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's JBT Marel position peaked at $1K in Q2 2022.
  • 274 funds tracked by Wall St. Rank held JBT Marel as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.