SCM
JBTM

SG Capital Management’s JBT Marel JBTM Stock Holding History

SG Capital Management’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
2016
Q4 		– Sell
-144,040
Closed -$10.2M – 95
2016
Q3 		$10.2M Sell
144,040
-48,257
-25% -$3.23M 2.9% 9
2016
Q2 		$11.8M Buy
+192,297
New +$11.2M 2.89% 14

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SG Capital Management's JBTM Position: Q4 2016 in Review

SG Capital Management sold out of JBT Marel (JBTM) in Q4 2016, closing a stake of 144,040 shares — an estimated $10.2M sold.

SG Capital Management first reported a position in JBTM in Q2 2016 and held it in 2 quarters. The position peaked at $11.8M in Q2 2016. 230 funds tracked by Wall St. Rank hold JBTM as of Q4 2016.

  • SG Capital Management reported no remaining JBT Marel position as of Q4 2016 after selling out during the quarter.
  • SG Capital Management sold 144,040 JBT Marel shares in Q4 2016, an estimated $10.2M.
  • SG Capital Management first reported a position in JBT Marel in Q2 2016 and held it in 2 quarters.
  • SG Capital Management's JBT Marel position peaked at $11.8M in Q2 2016.
  • 230 funds tracked by Wall St. Rank held JBT Marel as of Q4 2016.

Based on SG Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.