EIP
JBTM

Epoch Investment Partners’s JBT Marel JBTM Stock Holding History

Epoch Investment 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
2018
Q4 		– Sell
-236,033
Closed -$28.2M – 316
2018
Q3 		$28.2M Sell
236,033
-38,939
-14% -$4.24M 0.11% 155
2018
Q2 		$24.4M Sell
274,972
-7,115
-3% -$694K 0.08% 172
2018
Q1 		$32M Buy
282,087
+15,877
+6% +$1.82M 0.11% 147
2017
Q4 		$29.5M Sell
266,210
-6,865
-3% -$750K 0.1% 157
2017
Q3 		$27.6M Sell
273,075
-1,236
-0.5% -$114K 0.09% 159
2017
Q2 		$26.9M Buy
274,311
+5,665
+2% +$503K 0.09% 162
2017
Q1 		$23.6M Sell
268,646
-2,855
-1% -$247K 0.08% 178
2016
Q4 		$23.3M Sell
271,501
-26,558
-9% -$2.17M 0.09% 159
2016
Q3 		$21M Sell
298,059
-8,814
-3% -$589K 0.08% 165
2016
Q2 		$18.8M Sell
306,873
-1,993
-0.6% -$116K 0.07% 164
2016
Q1 		$17.4M Sell
308,866
-402,249
-57% -$19.6M 0.07% 166
2015
Q4 		$35.4M Buy
711,115
+17,000
+2% +$772K 0.14% 121
2015
Q3 		$26.6M Sell
694,115
-1,173
-0.2% -$42.5K 0.1% 146
2015
Q2 		$26.1M Buy
695,288
+43,225
+7% +$1.59M 0.1% 154
2015
Q1 		$23.3M Sell
652,063
-17,950
-3% -$593K 0.09% 154
2014
Q4 		$22M Buy
670,013
+291,990
+77% +$8.94M 0.08% 157
2014
Q3 		$10.6M Buy
378,023
+174,570
+86% +$5.02M 0.04% 193
2014
Q2 		$6.3M Sell
203,453
-17,300
-8% -$514K 0.02% 210
2014
Q1 		$6.82M Buy
220,753
+27,615
+14% +$842K 0.03% 215
2013
Q4 		$5.67M Sell
193,138
-86,760
-31% -$2.41M 0.02% 215
2013
Q3 		$6.96M Sell
279,898
-8,850
-3% -$206K 0.03% 207
2013
Q2 		$6.07M Buy
+288,748
New +$6.06M 0.03% 202

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Epoch Investment Partners's JBTM Position: Q4 2018 in Review

Epoch Investment Partners sold out of JBT Marel (JBTM) in Q4 2018, closing a stake of 236,033 shares — an estimated $28.2M sold.

Epoch Investment Partners first reported a position in JBTM in Q2 2013 and held it in 22 quarters. The position peaked at $35.4M in Q4 2015. 229 funds tracked by Wall St. Rank hold JBTM as of Q4 2018.

  • Epoch Investment Partners reported no remaining JBT Marel position as of Q4 2018 after selling out during the quarter.
  • Epoch Investment Partners sold 236,033 JBT Marel shares in Q4 2018, an estimated $28.2M.
  • Epoch Investment Partners first reported a position in JBT Marel in Q2 2013 and held it in 22 quarters.
  • Epoch Investment Partners's JBT Marel position peaked at $35.4M in Q4 2015.
  • 229 funds tracked by Wall St. Rank held JBT Marel as of Q4 2018.

Based on Epoch Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.