FMT
JBTM

First Mercantile Trust’s JBT Marel JBTM Stock Holding History

First Mercantile Trust’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
2021
Q3 		$202K Sell
1,434
-140
-9% -$20.1K 0.03% 413
2021
Q2 		$224K Buy
1,574
+81
+5% +$11.3K 0.03% 399
2021
Q1 		$199K Sell
1,493
-207
-12% -$27.2K 0.02% 439
2020
Q4 		$194K Sell
1,700
-180
-10% -$18.6K 0.02% 438
2020
Q3 		$190K Sell
1,880
-284
-13% -$27.2K 0.02% 433
2020
Q2 		$186K Buy
+2,164
New +$168K 0.02% 437
2018
Q2 		– Sell
-1,640
Closed -$186K – 954
2018
Q1 		$186K Sell
1,640
-721
-31% -$82.5K 0.04% 519
2017
Q4 		$262K Sell
2,361
-2,387
-50% -$261K 0.05% 456
2017
Q3 		$480K Sell
4,748
-86
-2% -$7.93K 0.09% 296
2017
Q2 		$474K Sell
4,834
-506
-9% -$44.9K 0.09% 308
2017
Q1 		$470K Buy
5,340
+225
+4% +$19.5K 0.07% 361
2016
Q4 		$440K Sell
5,115
-2,165
-30% -$177K 0.07% 384
2016
Q3 		$514K Sell
7,280
-920
-11% -$61.5K 0.07% 359
2016
Q2 		$502K Buy
8,200
+7,100
+645% +$415K 0.06% 387
2016
Q1 		$62K Buy
+1,100
New +$53.5K 0.01% 811
2014
Q1 		– Sell
-7,250
Closed -$213K – 1309
2013
Q4 		$213K Sell
7,250
-200
-3% -$5.55K 0.02% 745
2013
Q3 		$185K Buy
+7,450
New +$174K 0.02% 757

Other funds holding JBTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return