LIA
JBTM

LS Investment Advisors’s JBT Marel JBTM Stock Holding History

LS Investment 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
Q3 		– Sell
-1,848
Closed -$159K – 1498
2020
Q2 		$159K Buy
1,848
+53
+3% +$4.11K 0.01% 821
2020
Q1 		$133K Hold
1,795
– – 0.01% 788
2019
Q4 		$202K Buy
1,795
+876
+95% +$93.8K 0.01% 808
2019
Q3 		$91K Hold
919
– – 0.01% 1105
2019
Q2 		$111K Sell
919
-28
-3% -$3.01K 0.01% 1047
2019
Q1 		$87K Buy
947
+45
+5% +$3.8K 0.01% 1124
2018
Q4 		$65K Sell
902
-669
-43% -$59.3K ﹤0.01% 1192
2018
Q3 		$187K Sell
1,571
-251
-14% -$27.3K 0.01% 884
2018
Q2 		$162K Buy
1,822
+27
+2% +$2.63K 0.01% 968
2018
Q1 		$204K Sell
1,795
-31
-2% -$3.55K 0.01% 835
2017
Q4 		$202K Sell
1,826
-587
-24% -$64.1K 0.01% 892
2017
Q3 		$244K Buy
2,413
+267
+12% +$24.6K 0.01% 851
2017
Q2 		$210K Buy
2,146
+140
+7% +$12.4K 0.01% 875
2017
Q1 		$176K Buy
2,006
+869
+76% +$75.3K 0.01% 900
2016
Q4 		$98K Buy
1,137
+65
+6% +$5.3K 0.01% 1048
2016
Q3 		$76K Hold
1,072
– – 0.01% 1090
2016
Q2 		$66K Buy
1,072
+39
+4% +$2.28K ﹤0.01% 1116
2016
Q1 		$58K Buy
1,033
+40
+4% +$1.95K ﹤0.01% 1111
2015
Q4 		$49K Hold
993
– – ﹤0.01% 1166
2015
Q3 		$38K Hold
993
– – ﹤0.01% 1261
2015
Q2 		$37K Buy
+993
New +$36.6K ﹤0.01% 1310

Other funds holding JBTM

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BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return