Duality Advisers’s JBT Marel JBTM Stock Holding History

Duality Advisers’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
2024 Q2	–	Sell	-4,655	Closed	-$488K	–	560
2024 Q1	$488K	Buy	4,655 +796	+21%	+$79.3K	0.05%	456
2023 Q4	$384K	Buy	3,859 +731	+23%	+$75.8K	0.04%	467
2023 Q3	$329K	Sell	3,128 -168	-5%	-$18.8K	0.04%	474
2023 Q2	$400K	Sell	3,296 -2,830	-46%	-$310K	0.05%	413
2023 Q1	$670K	Sell	6,126 -4,289	-41%	-$454K	0.08%	366
2022 Q4	$951K	Sell	10,415 -2,621	-20%	-$240K	0.11%	326
2022 Q3	$1.12M	Buy	+13,036	New	+$1.38M	0.12%	283
2022 Q2	–	Sell	-1,901	Closed	-$225K	–	896
2022 Q1	$225K	Buy	+1,901	New	+$243K	0.02%	591

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CIP

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCA

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

Duality Advisers's JBTM Position: Q2 2024 in Review

Duality Advisers sold out of JBT Marel (JBTM) in Q2 2024, closing a stake of 4,655 shares — an estimated $488K sold.

Duality Advisers first reported a position in JBTM in Q1 2022 and held it in 8 quarters. The position peaked at $1.12M in Q3 2022. 298 funds tracked by Wall St. Rank hold JBTM as of Q2 2024.

Duality Advisers reported no remaining JBT Marel position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 4,655 JBT Marel shares in Q2 2024, an estimated $488K.
Duality Advisers first reported a position in JBT Marel in Q1 2022 and held it in 8 quarters.
Duality Advisers's JBT Marel position peaked at $1.12M in Q3 2022.
298 funds tracked by Wall St. Rank held JBT Marel as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.