PTC
JBTM

Petrus Trust Company’s JBT Marel JBTM Stock Holding History

Petrus Trust Company’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
Q1 		– Sell
-3,747
Closed -$373K – 809
2023
Q4 		$373K Buy
+3,747
New +$388K 0.04% 346

Other funds holding JBTM

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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Petrus Trust Company's JBTM Position: Q1 2024 in Review

Petrus Trust Company sold out of JBT Marel (JBTM) in Q1 2024, closing a stake of 3,747 shares — an estimated $373K sold.

Petrus Trust Company first reported a position in JBTM in Q4 2023 and held it in 1 quarter. The position peaked at $373K in Q4 2023. 288 funds tracked by Wall St. Rank hold JBTM as of Q1 2024.

  • Petrus Trust Company reported no remaining JBT Marel position as of Q1 2024 after selling out during the quarter.
  • Petrus Trust Company sold 3,747 JBT Marel shares in Q1 2024, an estimated $373K.
  • Petrus Trust Company first reported a position in JBT Marel in Q4 2023 and held it in 1 quarter.
  • Petrus Trust Company's JBT Marel position peaked at $373K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held JBT Marel as of Q1 2024.

Based on Petrus Trust Company's 13F filing for Q1 2024, filed 15 May 2024.