JCM
JBTM

Jacobi Capital Management’s JBT Marel JBTM Stock Holding History

Jacobi Capital 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
2021
Q1 		– Sell
-18
Closed -$2K – 1469
2020
Q4 		$2K Buy
18
+4
+29% +$412 ﹤0.01% 1189
2020
Q3 		$1K Hold
14
– – ﹤0.01% 1233
2020
Q2 		$1K Hold
14
– – ﹤0.01% 1201
2020
Q1 		$1K Buy
+14
New +$1.4K ﹤0.01% 1106

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Jacobi Capital Management's JBTM Position: Q1 2021 in Review

Jacobi Capital Management sold out of JBT Marel (JBTM) in Q1 2021, closing a stake of 18 shares — an estimated $2K sold.

Jacobi Capital Management first reported a position in JBTM in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 264 funds tracked by Wall St. Rank hold JBTM as of Q1 2021.

  • Jacobi Capital Management reported no remaining JBT Marel position as of Q1 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 18 JBT Marel shares in Q1 2021, an estimated $2K.
  • Jacobi Capital Management first reported a position in JBT Marel in Q1 2020 and held it in 4 quarters.
  • Jacobi Capital Management's JBT Marel position peaked at $2K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held JBT Marel as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.