MFG
JBTM

Magnus Financial Group’s JBT Marel JBTM Stock Holding History

Magnus Financial Group’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
-4,412
Closed -$380K – 658
2020
Q2 		$380K Buy
4,412
+931
+27% +$72.2K 0.04% 245
2020
Q1 		$259K Hold
3,481
– – 0.04% 344
2019
Q4 		$392K Hold
3,481
– – 0.06% 203
2019
Q3 		$346K Hold
3,481
– – 0.06% 198
2019
Q2 		$422K Hold
3,481
– – 0.08% 145
2019
Q1 		$320K Hold
3,481
– – 0.07% 218
2018
Q4 		$250K Buy
+3,481
New +$309K 0.07% 260

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 $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Magnus Financial Group's JBTM Position: Q3 2020 in Review

Magnus Financial Group sold out of JBT Marel (JBTM) in Q3 2020, closing a stake of 4,412 shares — an estimated $380K sold.

Magnus Financial Group first reported a position in JBTM in Q4 2018 and held it in 7 quarters. The position peaked at $422K in Q2 2019. 245 funds tracked by Wall St. Rank hold JBTM as of Q3 2020.

  • Magnus Financial Group reported no remaining JBT Marel position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 4,412 JBT Marel shares in Q3 2020, an estimated $380K.
  • Magnus Financial Group first reported a position in JBT Marel in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's JBT Marel position peaked at $422K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held JBT Marel as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.