MFWM
JBTM

Motley Fool Wealth Management’s JBT Marel JBTM Stock Holding History

Motley Fool Wealth 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
2024
Q2 		– Sell
-97,334
Closed -$10.2M – 125
2024
Q1 		$10.2M Sell
97,334
-1,126
-1% -$112K 0.53% 66
2023
Q4 		$9.78M Sell
98,460
-1,479
-1% -$153K 0.51% 67
2023
Q3 		$10.5M Sell
99,939
-375
-0.4% -$42K 0.61% 52
2023
Q2 		$12.2M Sell
100,314
-745
-0.7% -$81.7K 0.72% 44
2023
Q1 		$11M Buy
101,059
+863
+0.9% +$91.3K 0.69% 46
2022
Q4 		$9.15M Sell
100,196
-913
-0.9% -$83.6K 0.64% 54
2022
Q3 		$8.7M Buy
101,109
+138
+0.1% +$14.6K 0.57% 57
2022
Q2 		$11.1M Sell
100,971
-504
-0.5% -$57.9K 0.7% 48
2022
Q1 		$12M Sell
101,475
-1,557
-2% -$199K 0.57% 57
2021
Q4 		$15.8M Sell
103,032
-1,840
-2% -$288K 0.69% 50
2021
Q3 		$14.7M Sell
104,872
-2,087
-2% -$299K 0.64% 51
2021
Q2 		$15.3M Sell
106,959
-955
-0.9% -$133K 0.64% 52
2021
Q1 		$14.4M Sell
107,914
-848
-0.8% -$111K 0.65% 55
2020
Q4 		$12.4M Buy
108,762
+1,539
+1% +$159K 0.55% 57
2020
Q3 		$9.85M Buy
107,223
+1,677
+2% +$161K 0.51% 58
2020
Q2 		$9.08M Buy
105,546
+754
+0.7% +$58.5K 0.52% 60
2020
Q1 		$7.78M Buy
104,792
+48,787
+87% +$4.88M 0.56% 58
2019
Q4 		$6.31M Sell
56,005
-853
-2% -$91.3K 0.38% 84
2019
Q3 		$5.65M Sell
56,858
-1,012
-2% -$111K 0.37% 82
2019
Q2 		$7.01M Sell
57,870
-617
-1% -$66.3K 0.44% 74
2019
Q1 		$5.37M Buy
+58,487
New +$4.94M 0.35% 82

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $7.88B AUM 6.82% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Motley Fool Wealth Management's JBTM Position: Q2 2024 in Review

Motley Fool Wealth Management sold out of JBT Marel (JBTM) in Q2 2024, closing a stake of 97,334 shares — an estimated $10.2M sold.

Motley Fool Wealth Management first reported a position in JBTM in Q1 2019 and held it in 21 quarters. The position peaked at $15.8M in Q4 2021. 298 funds tracked by Wall St. Rank hold JBTM as of Q2 2024.

  • Motley Fool Wealth Management reported no remaining JBT Marel position as of Q2 2024 after selling out during the quarter.
  • Motley Fool Wealth Management sold 97,334 JBT Marel shares in Q2 2024, an estimated $10.2M.
  • Motley Fool Wealth Management first reported a position in JBT Marel in Q1 2019 and held it in 21 quarters.
  • Motley Fool Wealth Management's JBT Marel position peaked at $15.8M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held JBT Marel as of Q2 2024.

Based on Motley Fool Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.