ST
JBTM

Sageworth Trust’s JBT Marel JBTM Stock Holding History

Sageworth 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
2023
Q2 		– Sell
-23
Closed -$2.51K – 462
2023
Q1 		$2.51K Hold
23
– – ﹤0.01% 438
2022
Q4 		$2K Hold
23
– – ﹤0.01% 383
2022
Q3 		$2K Hold
23
– – ﹤0.01% 327
2022
Q2 		$3K Hold
23
– – ﹤0.01% 334
2022
Q1 		$3K Hold
23
– – ﹤0.01% 303
2021
Q4 		$4K Sell
23
-77
-77% -$12K ﹤0.01% 474
2021
Q3 		$14K Hold
100
– – ﹤0.01% 464
2021
Q2 		$14K Buy
+100
New +$13.9K ﹤0.01% 506

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Sageworth Trust's JBTM Position: Q2 2023 in Review

Sageworth Trust sold out of JBT Marel (JBTM) in Q2 2023, closing a stake of 23 shares — an estimated $2.51K sold.

Sageworth Trust first reported a position in JBTM in Q2 2021 and held it in 8 quarters. The position peaked at $14K in Q3 2021. 276 funds tracked by Wall St. Rank hold JBTM as of Q2 2023.

  • Sageworth Trust reported no remaining JBT Marel position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 23 JBT Marel shares in Q2 2023, an estimated $2.51K.
  • Sageworth Trust first reported a position in JBT Marel in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's JBT Marel position peaked at $14K in Q3 2021.
  • 276 funds tracked by Wall St. Rank held JBT Marel as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.