OQS
JBTM

Occudo Quantitative Strategies’s JBT Marel JBTM Stock Holding History

Occudo Quantitative Strategies’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
2026
Q2 		– Sell
-2,943
Closed -$348K – 999
2026
Q1 		$348K Buy
2,943
+198
+7% +$29.9K 0.02% 566
2025
Q4 		$414K Sell
2,745
-5,914
-68% -$834K 0.03% 430
2025
Q3 		$1.22M Buy
+8,659
New +$1.18M 0.15% 198
2024
Q4 		– Sell
-10,679
Closed -$1.05M – 1006
2024
Q3 		$1.05M Buy
+10,679
New +$986K 0.19% 144
2023
Q1 		– Sell
-4,181
Closed -$382K – 1253
2022
Q4 		$382K Buy
+4,181
New +$383K 0.04% 593

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occudo Quantitative Strategies's JBTM Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 2,943 shares — an estimated $348K sold.

Occudo Quantitative Strategies first reported a position in JBTM in Q4 2022 and held it in 5 quarters. The position peaked at $1.22M in Q3 2025. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,943 JBT Marel shares in Q2 2026, an estimated $348K.
  • Occudo Quantitative Strategies first reported a position in JBT Marel in Q4 2022 and held it in 5 quarters.
  • Occudo Quantitative Strategies's JBT Marel position peaked at $1.22M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.