KCM
JBTM

Kennedy Capital Management’s JBT Marel JBTM Stock Holding History

Kennedy 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
2023
Q3 		– Sell
-54,790
Closed -$6.65M – 720
2023
Q2 		$6.65M Buy
54,790
+7,283
+15% +$799K 0.15% 240
2023
Q1 		$5.19M Sell
47,507
-4,686
-9% -$496K 0.15% 248
2022
Q4 		$4.77M Sell
52,193
-18,729
-26% -$1.71M 0.13% 279
2022
Q3 		$6.1M Sell
70,922
-219
-0.3% -$23.2K 0.18% 198
2022
Q2 		$7.86M Sell
71,141
-306
-0.4% -$35.1K 0.22% 154
2022
Q1 		$8.46M Buy
71,447
+4,780
+7% +$612K 0.2% 180
2021
Q4 		$10.2M Sell
66,667
-10,078
-13% -$1.58M 0.22% 167
2021
Q3 		$10.8M Buy
76,745
+645
+0.8% +$92.5K 0.24% 127
2021
Q2 		$10.9M Buy
+76,100
New +$10.6M 0.23% 141
2021
Q1 		– Sell
-75,369
Closed -$9.9M – 170
2020
Q4 		$8.58M Buy
75,369
+1,006
+1% +$104K 0.19% 179
2020
Q3 		$6.83M Buy
74,363
+11,543
+18% +$1.11M 0.2% 176
2020
Q2 		$5.4M Sell
62,820
-16,070
-20% -$1.25M 0.16% 242
2020
Q1 		$5.86M Sell
78,890
-5,218
-6% -$522K 0.22% 147
2019
Q4 		$9.48M Sell
84,108
-4,327
-5% -$463K 0.23% 125
2019
Q3 		$8.79M Sell
88,435
-5,168
-6% -$569K 0.22% 142
2019
Q2 		$11.3M Sell
93,603
-620
-0.7% -$66.6K 0.27% 97
2019
Q1 		$8.66M Sell
94,223
-17,794
-16% -$1.5M 0.2% 169
2018
Q4 		$8.04M Sell
112,017
-31,708
-22% -$2.81M 0.2% 162
2018
Q3 		$17.1M Buy
143,725
+31,390
+28% +$3.41M 0.32% 64
2018
Q2 		$9.99M Buy
112,335
+43,189
+62% +$4.21M 0.19% 160
2018
Q1 		$7.84M Sell
69,146
-1,120
-2% -$128K 0.15% 226
2017
Q4 		$7.79M Sell
70,266
-16,696
-19% -$1.82M 0.14% 242
2017
Q3 		$8.79M Buy
86,962
+22,408
+35% +$2.07M 0.16% 206
2017
Q2 		$6.33M Buy
+64,554
New +$5.73M 0.12% 299

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Kennedy Capital Management's JBTM Position: Q3 2023 in Review

Kennedy Capital Management sold out of JBT Marel (JBTM) in Q3 2023, closing a stake of 54,790 shares — an estimated $6.65M sold.

Kennedy Capital Management first reported a position in JBTM in Q2 2017 and held it in 24 quarters. The position peaked at $17.1M in Q3 2018. 274 funds tracked by Wall St. Rank hold JBTM as of Q3 2023.

  • Kennedy Capital Management reported no remaining JBT Marel position as of Q3 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 54,790 JBT Marel shares in Q3 2023, an estimated $6.65M.
  • Kennedy Capital Management first reported a position in JBT Marel in Q2 2017 and held it in 24 quarters.
  • Kennedy Capital Management's JBT Marel position peaked at $17.1M in Q3 2018.
  • 274 funds tracked by Wall St. Rank held JBT Marel as of Q3 2023.

Based on Kennedy Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.