MCC
JBTM

Money Concepts Capital’s JBT Marel JBTM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-314
Closed -$28.7K – 3008
2022
Q4 		$28.7K Buy
+314
New +$28.7K ﹤0.01% 1497

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Money Concepts Capital's JBTM Position: Q1 2023 in Review

Money Concepts Capital sold out of JBT Marel (JBTM) in Q1 2023, closing a stake of 314 shares — an estimated $28.7K sold.

Money Concepts Capital first reported a position in JBTM in Q4 2022 and held it in 1 quarter. The position peaked at $28.7K in Q4 2022. 278 funds tracked by Wall St. Rank hold JBTM as of Q1 2023.

  • Money Concepts Capital reported no remaining JBT Marel position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 314 JBT Marel shares in Q1 2023, an estimated $28.7K.
  • Money Concepts Capital first reported a position in JBT Marel in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's JBT Marel position peaked at $28.7K in Q4 2022.
  • 278 funds tracked by Wall St. Rank held JBT Marel as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.