R Squared’s JBT Marel JBTM Stock Holding History

R Squared’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
2025 Q1	–	Sell	-450	Closed	-$57.2K	–	1603
2024 Q4	$57.2K	Buy	+450	New	+$51.9K	0.06%	443

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

R Squared's JBTM Position: Q1 2025 in Review

R Squared sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 450 shares — an estimated $57.2K sold.

R Squared first reported a position in JBTM in Q4 2024 and held it in 1 quarter. The position peaked at $57.2K in Q4 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

R Squared reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
R Squared sold 450 JBT Marel shares in Q1 2025, an estimated $57.2K.
R Squared first reported a position in JBT Marel in Q4 2024 and held it in 1 quarter.
R Squared's JBT Marel position peaked at $57.2K in Q4 2024.
337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.