Dundas Partners’s JBT Marel JBTM Stock Holding History

Dundas Partners’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	-2,615	Closed	-$274K	–	52
2024 Q1	$274K	Buy	2,615 +453	+21%	+$45.1K	0.02%	41
2023 Q4	$215K	Hold	2,162	–	–	0.02%	38
2023 Q3	$227K	Buy	2,162 +474	+28%	+$53K	0.02%	38
2023 Q2	$205K	Buy	1,688 +608	+56%	+$66.7K	0.02%	42
2023 Q1	$118K	Sell	1,080 -263	-20%	-$27.8K	0.01%	45
2022 Q4	$123K	Hold	1,343	–	–	0.01%	47
2022 Q3	$115K	Hold	1,343	–	–	0.01%	49
2022 Q2	$148K	Hold	1,343	–	–	0.02%	51
2022 Q1	$159K	Hold	1,343	–	–	0.01%	53
2021 Q4	$179K	Buy	1,343 +1,319	+5,496%	+$206K	0.02%	50
2021 Q3	$3K	Buy	+24	New	+$3.44K	﹤0.01%	52

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

Dundas Partners's JBTM Position: Q2 2024 in Review

Dundas Partners sold out of JBT Marel (JBTM) in Q2 2024, closing a stake of 2,615 shares — an estimated $274K sold.

Dundas Partners first reported a position in JBTM in Q3 2021 and held it in 11 quarters. The position peaked at $274K in Q1 2024. 298 funds tracked by Wall St. Rank hold JBTM as of Q2 2024.

Dundas Partners reported no remaining JBT Marel position as of Q2 2024 after selling out during the quarter.
Dundas Partners sold 2,615 JBT Marel shares in Q2 2024, an estimated $274K.
Dundas Partners first reported a position in JBT Marel in Q3 2021 and held it in 11 quarters.
Dundas Partners's JBT Marel position peaked at $274K in Q1 2024.
298 funds tracked by Wall St. Rank held JBT Marel as of Q2 2024.

Based on Dundas Partners's 13F filing for Q2 2024, filed 14 Aug 2024.