FM
JBTM

Forward Management’s JBT Marel JBTM Stock Holding History

Forward 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
2018
Q4 		– Sell
-5,293
Closed -$632K – 139
2018
Q3 		$632K Sell
5,293
-862
-14% -$93.8K 0.11% 89
2018
Q2 		$547K Sell
6,155
-943
-13% -$92K 0.09% 112
2018
Q1 		$805K Buy
7,098
+90
+1% +$10.3K 0.12% 109
2017
Q4 		$777K Sell
7,008
-1,350
-16% -$147K 0.09% 115
2017
Q3 		$845K Buy
8,358
+401
+5% +$37K 0.09% 110
2017
Q2 		$779K Buy
7,957
+829
+12% +$73.6K 0.07% 124
2017
Q1 		$627K Sell
7,128
-443
-6% -$38.4K 0.05% 127
2016
Q4 		$651K Sell
7,571
-14,766
-66% -$1.2M 0.05% 150
2016
Q3 		$1.58M Sell
22,337
-774
-3% -$51.8K 0.12% 84
2016
Q2 		$1.42M Sell
23,111
-2,646
-10% -$154K 0.12% 87
2016
Q1 		$1.45M Sell
25,757
-1,314
-5% -$64K 0.12% 88
2015
Q4 		$1.35M Buy
27,071
+3,802
+16% +$173K 0.11% 101
2015
Q3 		$890K Sell
23,269
-4,952
-18% -$180K 0.07% 144
2015
Q2 		$1.06M Sell
28,221
-59
-0.2% -$2.18K 0.07% 173
2015
Q1 		$1.01M Buy
28,280
+5,173
+22% +$171K 0.06% 168
2014
Q4 		$759K Buy
23,107
+553
+2% +$16.9K 0.04% 188
2014
Q3 		$635K Buy
22,554
+369
+2% +$10.6K 0.04% 204
2014
Q2 		$688K Buy
22,185
+827
+4% +$24.6K 0.04% 195
2014
Q1 		$658K Sell
21,358
-171
-0.8% -$5.21K 0.04% 192
2013
Q4 		$631K Buy
21,529
+2,103
+11% +$58.4K 0.04% 197
2013
Q3 		$483K Buy
19,426
+33
+0.2% +$770 0.03% 222
2013
Q2 		$407K Buy
+19,393
New +$407K 0.03% 246

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Forward Management's JBTM Position: Q4 2018 in Review

Forward Management sold out of JBT Marel (JBTM) in Q4 2018, closing a stake of 5,293 shares — an estimated $632K sold.

Forward Management first reported a position in JBTM in Q2 2013 and held it in 22 quarters. The position peaked at $1.58M in Q3 2016. 229 funds tracked by Wall St. Rank hold JBTM as of Q4 2018.

  • Forward Management reported no remaining JBT Marel position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 5,293 JBT Marel shares in Q4 2018, an estimated $632K.
  • Forward Management first reported a position in JBT Marel in Q2 2013 and held it in 22 quarters.
  • Forward Management's JBT Marel position peaked at $1.58M in Q3 2016.
  • 229 funds tracked by Wall St. Rank held JBT Marel as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.