SW
JBTM

Simplicity Wealth’s JBT Marel JBTM Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-5,679
Closed -$539K – 1254
2024
Q2 		$539K Buy
5,679
+360
+7% +$34K 0.01% 727
2024
Q1 		$558K Buy
+5,319
New +$530K 0.01% 692

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Simplicity Wealth's JBTM Position: Q3 2024 in Review

Simplicity Wealth sold out of JBT Marel (JBTM) in Q3 2024, closing a stake of 5,679 shares — an estimated $539K sold.

Simplicity Wealth first reported a position in JBTM in Q1 2024 and held it in 2 quarters. The position peaked at $558K in Q1 2024. 311 funds tracked by Wall St. Rank hold JBTM as of Q3 2024.

  • Simplicity Wealth reported no remaining JBT Marel position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,679 JBT Marel shares in Q3 2024, an estimated $539K.
  • Simplicity Wealth first reported a position in JBT Marel in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's JBT Marel position peaked at $558K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held JBT Marel as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.