Ergoteles’s JBT Marel JBTM Stock Holding History

Ergoteles’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 Q2	–	Sell	-20,675	Closed	-$2.26M	–	1605
2023 Q1	$2.26M	Buy	+20,675	New	+$2.19M	0.09%	234
2021 Q3	–	Sell	-12,500	Closed	-$1.78M	–	1757
2021 Q2	$1.78M	Buy	12,500 +10,235	+452%	+$1.43M	0.04%	387
2021 Q1	$302K	Buy	+2,265	New	+$298K	0.01%	563
2020 Q4	–	Sell	-2,900	Closed	-$266K	–	950
2020 Q3	$266K	Buy	+2,900	New	+$278K	0.04%	386

Other funds holding JBTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Investment Management

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

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

Wellington Management Group

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return