SC
JBTM

Schubert & Co’s JBT Marel JBTM Stock Holding History

Schubert & Co’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
-14
Closed -$1.53K – 1586
2023
Q1 		$1.53K Buy
14
+5
+56% +$529 ﹤0.01% 1021
2022
Q4 		$822 Sell
9
-3
-25% -$275 ﹤0.01% 1249
2022
Q3 		$1K Sell
12
-5
-29% -$531 ﹤0.01% 1326
2022
Q2 		$2K Buy
17
+13
+325% +$1.49K ﹤0.01% 929
2022
Q1 		$0 Sell
4
-1
-20% -$128 ﹤0.01% 1384
2021
Q4 		$1K Buy
+5
New +$782 ﹤0.01% 943

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 $3.37T AUM 44.26% 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

Schubert & Co's JBTM Position: Q2 2023 in Review

Schubert & Co sold out of JBT Marel (JBTM) in Q2 2023, closing a stake of 14 shares — an estimated $1.53K sold.

Schubert & Co first reported a position in JBTM in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 276 funds tracked by Wall St. Rank hold JBTM as of Q2 2023.

  • Schubert & Co reported no remaining JBT Marel position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 14 JBT Marel shares in Q2 2023, an estimated $1.53K.
  • Schubert & Co first reported a position in JBT Marel in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's JBT Marel position peaked at $2K in Q2 2022.
  • 276 funds tracked by Wall St. Rank held JBT Marel as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.