PP
JBTM

Paloma Partners’s JBT Marel JBTM Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-3,546
Closed -$349K – 1184
2024
Q3 		$349K Buy
+3,546
New +$327K 0.02% 749
2022
Q1 		– Sell
-3,044
Closed -$467K – 2356
2021
Q4 		$467K Buy
+3,044
New +$476K 0.01% 1141
2021
Q3 		– Sell
-14,321
Closed -$2.04M – 2025
2021
Q2 		$2.04M Buy
14,321
+8,619
+151% +$1.2M 0.05% 414
2021
Q1 		$760K Buy
5,702
+2,616
+85% +$344K 0.02% 846
2020
Q4 		$351K Sell
3,086
-776
-20% -$80K 0.01% 1087
2020
Q3 		$355K Buy
+3,862
New +$370K 0.01% 1377
2020
Q1 		– Sell
-2,958
Closed -$333K – 2211
2019
Q4 		$333K Buy
2,958
+580
+24% +$62.1K 0.01% 1678
2019
Q3 		$236K Sell
2,378
-1,625
-41% -$179K 0.01% 1669
2019
Q2 		$485K Sell
4,003
-1,632
-29% -$175K 0.01% 1061
2019
Q1 		$518K Buy
+5,635
New +$476K 0.02% 1046
2018
Q4 		– Sell
-1,786
Closed -$213K – 1869
2018
Q3 		$213K Buy
+1,786
New +$194K 0.01% 1373
2017
Q4 		– Sell
-3,213
Closed -$325K – 2388
2017
Q3 		$325K Buy
3,213
+1,113
+53% +$103K 0.01% 1763
2017
Q2 		$206K Buy
+2,100
New +$186K 0.01% 1981
2017
Q1 		– Sell
-3,139
Closed -$270K – 2291
2016
Q4 		$270K Sell
3,139
-461
-13% -$37.6K 0.01% 1739
2016
Q3 		$254K Buy
+3,600
New +$241K 0.01% 1671

Other funds holding JBTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return