KIM
JBTM

Kestrel Investment Management’s JBT Marel JBTM Stock Holding History

Kestrel Investment 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
2014
Q1 		– Sell
-505,860
Closed -$14.8M – 57
2013
Q4 		$14.8M Sell
505,860
-104,600
-17% -$2.9M 1.83% 23
2013
Q3 		$15.2M Sell
610,460
-10,700
-2% -$250K 1.56% 29
2013
Q2 		$13.1M Buy
+621,160
New +$13M 1.45% 31

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Kestrel Investment Management's JBTM Position: Q1 2014 in Review

Kestrel Investment Management sold out of JBT Marel (JBTM) in Q1 2014, closing a stake of 505,860 shares — an estimated $14.8M sold.

Kestrel Investment Management first reported a position in JBTM in Q2 2013 and held it in 3 quarters. The position peaked at $15.2M in Q3 2013. 147 funds tracked by Wall St. Rank hold JBTM as of Q1 2014.

  • Kestrel Investment Management reported no remaining JBT Marel position as of Q1 2014 after selling out during the quarter.
  • Kestrel Investment Management sold 505,860 JBT Marel shares in Q1 2014, an estimated $14.8M.
  • Kestrel Investment Management first reported a position in JBT Marel in Q2 2013 and held it in 3 quarters.
  • Kestrel Investment Management's JBT Marel position peaked at $15.2M in Q3 2013.
  • 147 funds tracked by Wall St. Rank held JBT Marel as of Q1 2014.

Based on Kestrel Investment Management's 13F filing for Q1 2014, filed 13 May 2014.