LFA
JBTM

LGT Financial Advisors’s JBT Marel JBTM Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-139
Closed -$17.7K – 749
2024
Q4 		$17.7K Hold
139
– – 0.04% 335
2024
Q3 		$13.7K Hold
139
– – 0.03% 360
2024
Q2 		$13.2K Hold
139
– – 0.03% 404
2024
Q1 		$14.6K Hold
139
– – 0.02% 427
2023
Q4 		$13.8K Hold
139
– – 0.02% 424
2023
Q3 		$14.6K Buy
+139
New +$15.6K 0.02% 410

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LGT Financial Advisors's JBTM Position: Q1 2025 in Review

LGT Financial Advisors sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 139 shares — an estimated $17.7K sold.

LGT Financial Advisors first reported a position in JBTM in Q3 2023 and held it in 6 quarters. The position peaked at $17.7K in Q4 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

  • LGT Financial Advisors reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 139 JBT Marel shares in Q1 2025, an estimated $17.7K.
  • LGT Financial Advisors first reported a position in JBT Marel in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's JBT Marel position peaked at $17.7K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.