RJT
JBTM

Raymond James Trust’s JBT Marel JBTM Stock Holding History

Raymond James Trust’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
Q1 		– Sell
-1,469
Closed -$226K – 1236
2021
Q4 		$226K Sell
1,469
-12
-0.8% -$1.88K 0.01% 1042
2021
Q3 		$208K Sell
1,481
-22
-1% -$3.15K 0.01% 1052
2021
Q2 		$214K Sell
1,503
-39
-3% -$5.44K 0.01% 1024
2021
Q1 		$206K Buy
+1,542
New +$203K 0.01% 1024

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Trust's JBTM Position: Q1 2022 in Review

Raymond James Trust sold out of JBT Marel (JBTM) in Q1 2022, closing a stake of 1,469 shares — an estimated $226K sold.

Raymond James Trust first reported a position in JBTM in Q1 2021 and held it in 4 quarters. The position peaked at $226K in Q4 2021. 282 funds tracked by Wall St. Rank hold JBTM as of Q1 2022.

  • Raymond James Trust reported no remaining JBT Marel position as of Q1 2022 after selling out during the quarter.
  • Raymond James Trust sold 1,469 JBT Marel shares in Q1 2022, an estimated $226K.
  • Raymond James Trust first reported a position in JBT Marel in Q1 2021 and held it in 4 quarters.
  • Raymond James Trust's JBT Marel position peaked at $226K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held JBT Marel as of Q1 2022.

Based on Raymond James Trust's 13F filing for Q1 2022, filed 12 May 2022.