Simplicity Solutions’s JBT Marel JBTM Stock Holding History

Simplicity Solutions’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 Q4	$363K	Sell	3,655 -126	-3%	-$13.1K	0.01%	774
2023 Q3	$398K	Buy	3,781 +343	+10%	+$38.4K	0.01%	666
2023 Q2	$417K	Buy	3,438 +302	+10%	+$33.1K	0.01%	720
2023 Q1	$343K	Sell	3,136 -69	-2%	-$7.3K	0.01%	804
2022 Q4	$293K	Buy	3,205 +234	+8%	+$21.4K	0.04%	491
2022 Q3	$256K	Buy	2,971 +96	+3%	+$10.2K	0.04%	513
2022 Q2	$317K	Buy	2,875 +314	+12%	+$36.1K	0.04%	425
2022 Q1	$303K	Sell	2,561 -2,429	-49%	-$311K	0.04%	449
2021 Q4	$766K	Buy	4,990 +2,788	+127%	+$436K	0.09%	273
2021 Q3	$309K	Buy	2,202 +282	+15%	+$40.4K	0.05%	425
2021 Q2	$274K	Buy	+1,920	New	+$268K	0.05%	411

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Simplicity Solutions's JBTM Position: Q4 2023 in Review

Simplicity Solutions reduced its JBT Marel (JBTM) stake by 3.3% in Q4 2023, selling an estimated $13.1K and leaving 3,655 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #774.

Simplicity Solutions first reported a position in JBTM in Q2 2021 and has held it in 11 quarters since. The position peaked at $766K in Q4 2021. 299 funds tracked by Wall St. Rank hold JBTM as of Q4 2023.

Simplicity Solutions held 3,655 shares of JBT Marel worth $363K as of Q4 2023.
Simplicity Solutions sold 126 JBT Marel shares in Q4 2023, an estimated $13.1K.
JBT Marel made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #774 holding.
Simplicity Solutions first reported a position in JBT Marel in Q2 2021 and has held it in 11 quarters since.
Simplicity Solutions's JBT Marel position peaked at $766K in Q4 2021.
299 funds tracked by Wall St. Rank held JBT Marel as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.