OC
JBTM

Oakworth Capital’s JBT Marel JBTM Stock Holding History

Oakworth 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
Q4 		– Sell
-65
Closed -$6.83K – 725
2023
Q3 		$6.83K Hold
65
– – ﹤0.01% 482
2023
Q2 		$7.88K Hold
65
– – ﹤0.01% 500
2023
Q1 		$7.1K Hold
65
– – ﹤0.01% 472
2022
Q4 		$5.94K Buy
+65
New +$5.95K ﹤0.01% 472

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Oakworth Capital's JBTM Position: Q4 2023 in Review

Oakworth Capital sold out of JBT Marel (JBTM) in Q4 2023, closing a stake of 65 shares — an estimated $6.83K sold.

Oakworth Capital first reported a position in JBTM in Q4 2022 and held it in 4 quarters. The position peaked at $7.88K in Q2 2023. 299 funds tracked by Wall St. Rank hold JBTM as of Q4 2023.

  • Oakworth Capital reported no remaining JBT Marel position as of Q4 2023 after selling out during the quarter.
  • Oakworth Capital sold 65 JBT Marel shares in Q4 2023, an estimated $6.83K.
  • Oakworth Capital first reported a position in JBT Marel in Q4 2022 and held it in 4 quarters.
  • Oakworth Capital's JBT Marel position peaked at $7.88K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held JBT Marel as of Q4 2023.

Based on Oakworth Capital's 13F filing for Q4 2023, filed 31 Jan 2024.