MAP
JBTM

Moody Aldrich Partners’s JBT Marel JBTM Stock Holding History

Moody Aldrich Partners’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
-42,487
Closed -$3.65M – 184
2020
Q2 		$3.65M Buy
42,487
+5,840
+16% +$453K 0.78% 54
2020
Q1 		$2.72M Sell
36,647
-60
-0.2% -$6K 0.82% 51
2019
Q4 		$4.13M Buy
+36,707
New +$3.93M 0.85% 45
2018
Q2 		– Sell
-19,736
Closed -$2.24M – 117
2018
Q1 		$2.24M Buy
19,736
+4,653
+31% +$532K 1.44% 25
2017
Q4 		$1.67M Buy
15,083
+3,134
+26% +$342K 1.35% 28
2017
Q3 		$1.21M Buy
11,949
+4,329
+57% +$399K 1.24% 36
2017
Q2 		$747K Buy
+7,620
New +$677K 0.93% 50

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CIP
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ACH
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JP Morgan Chase
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Artisan Partners
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return