ORI
JBTM

Oak Ridge Investments’s JBT Marel JBTM Stock Holding History

Oak Ridge Investments’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
2022
Q1 		– Sell
-52,206
Closed -$8.02M – 174
2021
Q4 		$8.02M Sell
52,206
-782
-1% -$122K 0.68% 53
2021
Q3 		$7.45M Sell
52,988
-1,778
-3% -$255K 0.66% 51
2021
Q2 		$7.81M Sell
54,766
-2,617
-5% -$365K 0.68% 45
2021
Q1 		$7.65M Sell
57,383
-245
-0.4% -$32.2K 0.71% 47
2020
Q4 		$6.56M Sell
57,628
-13,839
-19% -$1.43M 0.58% 58
2020
Q3 		$6.57M Sell
71,467
-6,837
-9% -$655K 0.51% 70
2020
Q2 		$6.74M Sell
78,304
-5,974
-7% -$464K 0.57% 67
2020
Q1 		$6.26M Sell
84,278
-5,814
-6% -$582K 0.64% 60
2019
Q4 		$10.2M Sell
90,092
-15,415
-15% -$1.65M 0.74% 51
2019
Q3 		$10.5M Sell
105,507
-5,227
-5% -$576K 0.79% 54
2019
Q2 		$13.4M Buy
110,734
+85,962
+347% +$9.24M 0.93% 38
2019
Q1 		$2.28M Sell
24,772
-1,700
-6% -$144K 0.14% 131
2018
Q4 		$1.9M Sell
26,472
-7,000
-21% -$620K 0.14% 131
2018
Q3 		$3.99M Sell
33,472
-7,000
-17% -$761K 0.22% 109
2018
Q2 		$3.6M Sell
40,472
-10,000
-20% -$976K 0.2% 110
2018
Q1 		$5.72M Sell
50,472
-15,000
-23% -$1.72M 0.32% 103
2017
Q4 		$7.25M Sell
65,472
-9,000
-12% -$983K 0.35% 92
2017
Q3 		$7.53M Hold
74,472
– – 0.31% 95
2017
Q2 		$7.3M Buy
74,472
+4,000
+6% +$355K 0.23% 99
2017
Q1 		$6.2M Buy
+70,472
New +$6.11M 0.21% 98
2016
Q3 		– Sell
-18,673
Closed -$1.14M – 147
2016
Q2 		$1.14M Buy
+18,673
New +$1.09M 0.03% 128

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oak Ridge Investments's JBTM Position: Q1 2022 in Review

Oak Ridge Investments sold out of JBT Marel (JBTM) in Q1 2022, closing a stake of 52,206 shares — an estimated $8.02M sold.

Oak Ridge Investments first reported a position in JBTM in Q2 2016 and held it in 21 quarters. The position peaked at $13.4M in Q2 2019. 282 funds tracked by Wall St. Rank hold JBTM as of Q1 2022.

  • Oak Ridge Investments reported no remaining JBT Marel position as of Q1 2022 after selling out during the quarter.
  • Oak Ridge Investments sold 52,206 JBT Marel shares in Q1 2022, an estimated $8.02M.
  • Oak Ridge Investments first reported a position in JBT Marel in Q2 2016 and held it in 21 quarters.
  • Oak Ridge Investments's JBT Marel position peaked at $13.4M in Q2 2019.
  • 282 funds tracked by Wall St. Rank held JBT Marel as of Q1 2022.

Based on Oak Ridge Investments's 13F filing for Q1 2022, filed 22 Apr 2022.