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JBTM

FORA Capital’s JBT Marel JBTM Stock Holding History

FORA 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
2024
Q1 		– Sell
-6,341
Closed -$631K – 600
2023
Q4 		$631K Buy
6,341
+3,568
+129% +$370K 0.05% 306
2023
Q3 		$292K Buy
2,773
+1,108
+67% +$124K 0.03% 394
2023
Q2 		$202K Buy
+1,665
New +$183K 0.03% 323
2023
Q1 		– Sell
-3,413
Closed -$312K – 729
2022
Q4 		$312K Buy
+3,413
New +$312K 0.05% 353
2021
Q3 		– Sell
-214
Closed -$31K – 911
2021
Q2 		$31K Buy
+214
New +$29.9K 0.01% 780
2021
Q1 		– Sell
-2,849
Closed -$324K – 1163
2020
Q4 		$324K Buy
2,849
+1,951
+217% +$201K 0.05% 390
2020
Q3 		$83K Buy
+898
New +$86K 0.05% 343

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FORA Capital's JBTM Position: Q1 2024 in Review

FORA Capital sold out of JBT Marel (JBTM) in Q1 2024, closing a stake of 6,341 shares — an estimated $631K sold.

FORA Capital first reported a position in JBTM in Q3 2020 and held it in 7 quarters. The position peaked at $631K in Q4 2023. 288 funds tracked by Wall St. Rank hold JBTM as of Q1 2024.

  • FORA Capital reported no remaining JBT Marel position as of Q1 2024 after selling out during the quarter.
  • FORA Capital sold 6,341 JBT Marel shares in Q1 2024, an estimated $631K.
  • FORA Capital first reported a position in JBT Marel in Q3 2020 and held it in 7 quarters.
  • FORA Capital's JBT Marel position peaked at $631K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held JBT Marel as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.