GSEP
JBTM

Golden State Equity Partners’s JBT Marel JBTM Stock Holding History

Golden State Equity Partners’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
Q4 		– Sell
-354
Closed -$34.9K – 915
2024
Q3 		$34.9K Buy
+354
New +$32.7K 0.02% 439

Other funds holding JBTM

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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Golden State Equity Partners's JBTM Position: Q4 2024 in Review

Golden State Equity Partners sold out of JBT Marel (JBTM) in Q4 2024, closing a stake of 354 shares — an estimated $34.9K sold.

Golden State Equity Partners first reported a position in JBTM in Q3 2024 and held it in 1 quarter. The position peaked at $34.9K in Q3 2024. 325 funds tracked by Wall St. Rank hold JBTM as of Q4 2024.

  • Golden State Equity Partners reported no remaining JBT Marel position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 354 JBT Marel shares in Q4 2024, an estimated $34.9K.
  • Golden State Equity Partners first reported a position in JBT Marel in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's JBT Marel position peaked at $34.9K in Q3 2024.
  • 325 funds tracked by Wall St. Rank held JBT Marel as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.