GHA
JBTM

GW Henssler & Associates’s JBT Marel JBTM Stock Holding History

GW Henssler & Associates’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
2023
Q3 		– Sell
-2,214
Closed -$269K – 274
2023
Q2 		$269K Sell
2,214
-25
-1% -$2.74K 0.02% 160
2023
Q1 		$245K Buy
+2,239
New +$237K 0.02% 194
2022
Q3 		– Sell
-2,177
Closed -$240K – 221
2022
Q2 		$240K Sell
2,177
-395
-15% -$45.4K 0.02% 181
2022
Q1 		$305K Buy
2,572
+5
+0.2% +$640 0.02% 191
2021
Q4 		$394K Buy
+2,567
New +$402K 0.03% 171
2021
Q3 		– Sell
-2,591
Closed -$370K – 225
2021
Q2 		$370K Buy
2,591
+765
+42% +$107K 0.02% 174
2021
Q1 		$243K Hold
1,826
– – 0.02% 202
2020
Q4 		$208K Buy
+1,826
New +$188K 0.02% 218

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return