Sageworth Trust Company of South Dakota’s JBT Marel JBTM Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q2	–	Sell	-49	Closed	-$5.36K	–	221
2023 Q1	$5.36K	Hold	49	–	–	0.01%	140
2022 Q4	$4K	Hold	49	–	–	0.01%	175
2022 Q3	$4K	Sell	49 -11	-18%	-$1.17K	0.01%	163
2022 Q2	$7K	Sell	60 -11	-15%	-$1.26K	0.01%	197
2022 Q1	$8K	Hold	71	–	–	0.02%	230
2021 Q4	$11K	Buy	+71	New	+$11.1K	0.02%	363

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Sageworth Trust Company of South Dakota's JBTM Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of JBT Marel (JBTM) in Q2 2023, closing a stake of 49 shares — an estimated $5.36K sold.

Sageworth Trust Company of South Dakota first reported a position in JBTM in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 277 funds tracked by Wall St. Rank hold JBTM as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining JBT Marel position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 49 JBT Marel shares in Q2 2023, an estimated $5.36K.
Sageworth Trust Company of South Dakota first reported a position in JBT Marel in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's JBT Marel position peaked at $11K in Q4 2021.
277 funds tracked by Wall St. Rank held JBT Marel as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.