LSV Asset Management
JBTM

LSV Asset Management’s JBT Marel JBTM Stock Holding History

LSV Asset 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
-27,251
Closed -$799K – 875
2013
Q4 		$799K Sell
27,251
-322,853
-92% -$8.96M ﹤0.01% 673
2013
Q3 		$8.71M Buy
350,104
+5,904
+2% +$138K 0.02% 366
2013
Q2 		$7.23M Buy
+344,200
New +$7.22M 0.02% 382

Other funds holding JBTM

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
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 $12.4B AUM 64.17% 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 $79.8B AUM 16.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

LSV Asset Management's JBTM Position: Q1 2014 in Review

LSV Asset Management sold out of JBT Marel (JBTM) in Q1 2014, closing a stake of 27,251 shares — an estimated $799K sold.

LSV Asset Management first reported a position in JBTM in Q2 2013 and held it in 3 quarters. The position peaked at $8.71M in Q3 2013. 147 funds tracked by Wall St. Rank hold JBTM as of Q1 2014.

  • LSV Asset Management reported no remaining JBT Marel position as of Q1 2014 after selling out during the quarter.
  • LSV Asset Management sold 27,251 JBT Marel shares in Q1 2014, an estimated $799K.
  • LSV Asset Management first reported a position in JBT Marel in Q2 2013 and held it in 3 quarters.
  • LSV Asset Management's JBT Marel position peaked at $8.71M in Q3 2013.
  • 147 funds tracked by Wall St. Rank held JBT Marel as of Q1 2014.

Based on LSV Asset Management's 13F filing for Q1 2014, filed 29 Apr 2014.