InceptionR’s JBT Marel JBTM Stock Holding History

InceptionR’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	-2,599	Closed	-$256K	–	905
2024 Q3	$256K	Buy	+2,599	New	+$240K	0.06%	503

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

InceptionR's JBTM Position: Q4 2024 in Review

InceptionR sold out of JBT Marel (JBTM) in Q4 2024, closing a stake of 2,599 shares — an estimated $256K sold.

InceptionR first reported a position in JBTM in Q3 2024 and held it in 1 quarter. The position peaked at $256K in Q3 2024. 325 funds tracked by Wall St. Rank hold JBTM as of Q4 2024.

InceptionR reported no remaining JBT Marel position as of Q4 2024 after selling out during the quarter.
InceptionR sold 2,599 JBT Marel shares in Q4 2024, an estimated $256K.
InceptionR first reported a position in JBT Marel in Q3 2024 and held it in 1 quarter.
InceptionR's JBT Marel position peaked at $256K in Q3 2024.
325 funds tracked by Wall St. Rank held JBT Marel as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.