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 – 3508
2020
Q2 		$19K Buy
+222
New +$17.2K ﹤0.01% 2619

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return