HGWM
JBTM

Harvest Group Wealth Management’s JBT Marel JBTM Stock Holding History

Harvest Group Wealth 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
2020
Q4 		– Sell
-7
Closed -$1K – 879
2020
Q3 		$1K Hold
7
– – ﹤0.01% 542
2020
Q2 		$0 Buy
7
+3
+75% +$233 ﹤0.01% 895
2020
Q1 		$0 Sell
4
-28
-88% -$2.8K ﹤0.01% 1071
2019
Q4 		$3K Hold
32
– – ﹤0.01% 555
2019
Q3 		$3K Buy
32
+5
+19% +$551 ﹤0.01% 610
2019
Q2 		$3K Hold
27
– – ﹤0.01% 489
2019
Q1 		$2K Buy
+27
New +$2.28K ﹤0.01% 699

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Harvest Group Wealth Management's JBTM Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of JBT Marel (JBTM) in Q4 2020, closing a stake of 7 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in JBTM in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 256 funds tracked by Wall St. Rank hold JBTM as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining JBT Marel position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 JBT Marel shares in Q4 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in JBT Marel in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's JBT Marel position peaked at $3K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held JBT Marel as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.