Lenox Wealth Advisors’s JBT Marel JBTM Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-15	Closed	-$2K	–	957
2019 Q4	$2K	Buy	+15	New	+$1.61K	﹤0.01%	641

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lenox Wealth Advisors's JBTM Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of JBT Marel (JBTM) in Q1 2020, closing a stake of 15 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in JBTM in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 229 funds tracked by Wall St. Rank hold JBTM as of Q1 2020.

Lenox Wealth Advisors reported no remaining JBT Marel position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 15 JBT Marel shares in Q1 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in JBT Marel in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's JBT Marel position peaked at $2K in Q4 2019.
229 funds tracked by Wall St. Rank held JBT Marel as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.