EIM
JBTM

Essex Investment Management’s JBT Marel JBTM Stock Holding History

Essex Investment Management’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
2019
Q1 		– Sell
-2,174
Closed -$156K – 517
2018
Q4 		$156K Sell
2,174
-104
-5% -$9.22K 0.02% 355
2018
Q3 		$272K Hold
2,278
– – 0.03% 356
2018
Q2 		$203K Sell
2,278
-14
-0.6% -$1.37K 0.03% 379
2018
Q1 		$260K Sell
2,292
-975
-30% -$112K 0.03% 324
2017
Q4 		$362K Buy
+3,267
New +$357K 0.05% 305

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Essex Investment Management's JBTM Position: Q1 2019 in Review

Essex Investment Management sold out of JBT Marel (JBTM) in Q1 2019, closing a stake of 2,174 shares — an estimated $156K sold.

Essex Investment Management first reported a position in JBTM in Q4 2017 and held it in 5 quarters. The position peaked at $362K in Q4 2017. 246 funds tracked by Wall St. Rank hold JBTM as of Q1 2019.

  • Essex Investment Management reported no remaining JBT Marel position as of Q1 2019 after selling out during the quarter.
  • Essex Investment Management sold 2,174 JBT Marel shares in Q1 2019, an estimated $156K.
  • Essex Investment Management first reported a position in JBT Marel in Q4 2017 and held it in 5 quarters.
  • Essex Investment Management's JBT Marel position peaked at $362K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held JBT Marel as of Q1 2019.

Based on Essex Investment Management's 13F filing for Q1 2019, filed 15 May 2019.