OLVIG
JBTM

Oliver Lagore Vanvalin Investment Group’s JBT Marel JBTM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$30.3K Buy
+248
New +$27.7K 0.01% 302
2024
Q4 		$31.5K Hold
248
– – 0.01% 301
2024
Q3 		$24.4K Hold
248
– – 0.01% 324
2024
Q2 		$23.6K Hold
248
– – 0.01% 320
2024
Q1 		$26K Hold
248
– – 0.01% 312
2023
Q4 		$24.7K Sell
248
-18
-7% -$1.87K 0.01% 292
2023
Q3 		$28K Buy
266
+16
+6% +$1.79K 0.01% 307
2023
Q2 		$30.3K Hold
250
– – 0.01% 313
2023
Q1 		$27.3K Hold
250
– – 0.01% 253
2022
Q4 		$22.8K Hold
250
– – 0.01% 256
2022
Q3 		$22K Hold
250
– – 0.01% 245
2022
Q2 		$28K Hold
250
– – 0.02% 231
2022
Q1 		$30K Buy
+250
New +$32K 0.02% 217

Other funds holding JBTM

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State Street
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UBS AM
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LV
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return