PAG
JBTM

Private Advisor Group’s JBT Marel JBTM Stock Holding History

Private Advisor 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
2022
Q3 		– Sell
-3,208
Closed -$354K – 2155
2022
Q2 		$354K Buy
3,208
+216
+7% +$24.8K ﹤0.01% 1567
2022
Q1 		$354K Buy
2,992
+188
+7% +$24.1K ﹤0.01% 1586
2021
Q4 		$430K Sell
2,804
-1,868
-40% -$292K ﹤0.01% 1526
2021
Q3 		$657K Buy
4,672
+2,498
+115% +$358K ﹤0.01% 1378
2021
Q2 		$310K Buy
+2,174
New +$303K ﹤0.01% 1618
2020
Q3 		– Sell
-222
Closed -$19K – 3505
2020
Q2 		$19K Buy
+222
New +$17.2K ﹤0.01% 2619

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Private Advisor Group's JBTM Position: Q3 2022 in Review

Private Advisor Group sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 3,208 shares — an estimated $354K sold.

Private Advisor Group first reported a position in JBTM in Q2 2020 and held it in 6 quarters. The position peaked at $657K in Q3 2021. 269 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

  • Private Advisor Group reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
  • Private Advisor Group sold 3,208 JBT Marel shares in Q3 2022, an estimated $354K.
  • Private Advisor Group first reported a position in JBT Marel in Q2 2020 and held it in 6 quarters.
  • Private Advisor Group's JBT Marel position peaked at $657K in Q3 2021.
  • 269 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on Private Advisor Group's 13F filing for Q3 2022, filed 14 Oct 2022.