FC
JBTM

Ferris Capital’s JBT Marel JBTM Stock Holding History

Ferris Capital’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
Q2 		– Sell
-1,641
Closed -$151K – 637
2019
Q1 		$151K Hold
1,641
– – 0.06% 180
2018
Q4 		$118K Hold
1,641
– – 0.05% 191
2018
Q3 		$196K Hold
1,641
– – 0.08% 155
2018
Q2 		$146K Hold
1,641
– – 0.06% 174
2018
Q1 		$186K Sell
1,641
-810
-33% -$92.7K 0.08% 170
2017
Q4 		$272K Hold
2,451
– – 0.1% 162
2017
Q3 		$248K Hold
2,451
– – 0.12% 130
2017
Q2 		$240K Buy
+2,451
New +$218K 0.11% 131

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Ferris Capital's JBTM Position: Q2 2019 in Review

Ferris Capital sold out of JBT Marel (JBTM) in Q2 2019, closing a stake of 1,641 shares — an estimated $151K sold.

Ferris Capital first reported a position in JBTM in Q2 2017 and held it in 8 quarters. The position peaked at $272K in Q4 2017. 260 funds tracked by Wall St. Rank hold JBTM as of Q2 2019.

  • Ferris Capital reported no remaining JBT Marel position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 1,641 JBT Marel shares in Q2 2019, an estimated $151K.
  • Ferris Capital first reported a position in JBT Marel in Q2 2017 and held it in 8 quarters.
  • Ferris Capital's JBT Marel position peaked at $272K in Q4 2017.
  • 260 funds tracked by Wall St. Rank held JBT Marel as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.