Luther King Capital Management (LKCM)
JBTM

Luther King Capital Management (LKCM)’s JBT Marel JBTM Stock Holding History

Luther King Capital Management (LKCM)’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
-18,215
Closed -$2.05M – 543
2019
Q4 		$2.05M Sell
18,215
-6,655
-27% -$713K 0.01% 284
2019
Q3 		$2.47M Buy
24,870
+285
+1% +$31.4K 0.02% 254
2019
Q2 		$2.98M Buy
24,585
+10,180
+71% +$1.09M 0.02% 224
2019
Q1 		$1.32M Sell
14,405
-70
-0.5% -$5.91K 0.01% 313
2018
Q4 		$1.04M Sell
14,475
-1,990
-12% -$176K 0.01% 329
2018
Q3 		$1.96M Sell
16,465
-17,280
-51% -$1.88M 0.01% 294
2018
Q2 		$3M Sell
33,745
-7,685
-19% -$750K 0.02% 242
2018
Q1 		$4.7M Sell
41,430
-6,160
-13% -$705K 0.04% 187
2017
Q4 		$5.27M Sell
47,590
-4,805
-9% -$525K 0.04% 191
2017
Q3 		$5.3M Sell
52,395
-1,330
-2% -$123K 0.05% 184
2017
Q2 		$5.26M Buy
53,725
+495
+0.9% +$43.9K 0.05% 182
2017
Q1 		$4.68M Sell
53,230
-27,195
-34% -$2.36M 0.04% 215
2016
Q4 		$6.91M Buy
80,425
+2,015
+3% +$164K 0.07% 186
2016
Q3 		$5.53M Buy
78,410
+9,885
+14% +$661K 0.05% 213
2016
Q2 		$4.2M Buy
68,525
+13,610
+25% +$795K 0.04% 252
2016
Q1 		$3.1M Buy
+54,915
New +$2.67M 0.03% 263

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
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Luther King Capital Management (LKCM)'s JBTM Position: Q1 2020 in Review

Luther King Capital Management (LKCM) sold out of JBT Marel (JBTM) in Q1 2020, closing a stake of 18,215 shares — an estimated $2.05M sold.

Luther King Capital Management (LKCM) first reported a position in JBTM in Q1 2016 and held it in 16 quarters. The position peaked at $6.91M in Q4 2016. 229 funds tracked by Wall St. Rank hold JBTM as of Q1 2020.

  • Luther King Capital Management (LKCM) reported no remaining JBT Marel position as of Q1 2020 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 18,215 JBT Marel shares in Q1 2020, an estimated $2.05M.
  • Luther King Capital Management (LKCM) first reported a position in JBT Marel in Q1 2016 and held it in 16 quarters.
  • Luther King Capital Management (LKCM)'s JBT Marel position peaked at $6.91M in Q4 2016.
  • 229 funds tracked by Wall St. Rank held JBT Marel as of Q1 2020.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2020, filed 13 May 2020.