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

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LS Investment Advisors's JBTM Position: Q3 2020 in Review

LS Investment Advisors sold out of JBT Marel (JBTM) in Q3 2020, closing a stake of 1,848 shares — an estimated $159K sold.

LS Investment Advisors first reported a position in JBTM in Q2 2015 and held it in 21 quarters. The position peaked at $244K in Q3 2017. 245 funds tracked by Wall St. Rank hold JBTM as of Q3 2020.

  • LS Investment Advisors reported no remaining JBT Marel position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 1,848 JBT Marel shares in Q3 2020, an estimated $159K.
  • LS Investment Advisors first reported a position in JBT Marel in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's JBT Marel position peaked at $244K in Q3 2017.
  • 245 funds tracked by Wall St. Rank held JBT Marel as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.