OPS
JBTM

Orion Portfolio Solutions’s JBT Marel JBTM Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-29
Closed -$2K – 2504
2020
Q1 		$2K Buy
29
+16
+123% +$1.6K ﹤0.01% 1644
2019
Q4 		$1K Buy
+13
New +$1.39K ﹤0.01% 1757

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Orion Portfolio Solutions's JBTM Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of JBT Marel (JBTM) in Q2 2020, closing a stake of 29 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in JBTM in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 226 funds tracked by Wall St. Rank hold JBTM as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining JBT Marel position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 29 JBT Marel shares in Q2 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in JBT Marel in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's JBT Marel position peaked at $2K in Q1 2020.
  • 226 funds tracked by Wall St. Rank held JBT Marel as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.