PFO
JBTM

Pathstone Family Office’s JBT Marel JBTM Stock Holding History

Pathstone Family Office’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
Q3 		$214K Buy
+2,035
New +$228K ﹤0.01% 1475
2023
Q1 		– Sell
-2,282
Closed -$204K – 1542
2022
Q4 		$204K Buy
+2,282
New +$209K ﹤0.01% 1382
2022
Q1 		– Sell
-4,881
Closed -$750K – 1046
2021
Q4 		$750K Sell
4,881
-265
-5% -$41.5K 0.02% 410
2021
Q3 		$723K Buy
5,146
+303
+6% +$43.4K 0.02% 383
2021
Q2 		$691K Buy
4,843
+1,497
+45% +$209K 0.02% 376
2021
Q1 		$446K Buy
+3,346
New +$440K 0.02% 369

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return