SPA
JBTM

Sherbrooke Park Advisers’s JBT Marel JBTM Stock Holding History

Sherbrooke Park Advisers’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
2024
Q1 		– Sell
-3,314
Closed -$330K – 1017
2023
Q4 		$330K Buy
+3,314
New +$343K 0.15% 242

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Sherbrooke Park Advisers's JBTM Position: Q1 2024 in Review

Sherbrooke Park Advisers sold out of JBT Marel (JBTM) in Q1 2024, closing a stake of 3,314 shares — an estimated $330K sold.

Sherbrooke Park Advisers first reported a position in JBTM in Q4 2023 and held it in 1 quarter. The position peaked at $330K in Q4 2023. 288 funds tracked by Wall St. Rank hold JBTM as of Q1 2024.

  • Sherbrooke Park Advisers reported no remaining JBT Marel position as of Q1 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 3,314 JBT Marel shares in Q1 2024, an estimated $330K.
  • Sherbrooke Park Advisers first reported a position in JBT Marel in Q4 2023 and held it in 1 quarter.
  • Sherbrooke Park Advisers's JBT Marel position peaked at $330K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held JBT Marel as of Q1 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2024, filed 15 May 2024.