SA
JBTM

SpiderRock Advisors’s JBT Marel JBTM Stock Holding History

SpiderRock Advisors’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 		$562K Buy
5,700
+1,100
+24% +$102K 0.01% 601
2024
Q2 		$437K Hold
4,600
– – 0.01% 594
2024
Q1 		$457K Buy
+4,600
New +$458K 0.01% 541
2023
Q4 		– Hold
0
– – – 132
2023
Q3 		– Hold
0
– – – 118
2023
Q2 		– Hold
0
– – – 106
2023
Q1 		– Hold
0
– – – 102
2022
Q4 		– Hold
0
– – – 99
2022
Q3 		– Hold
0
– – – 101
2022
Q2 		– Hold
0
– – – 83
2022
Q1 		– Hold
0
– – – 79
2021
Q4 		– Hold
0
– – – 54
2021
Q3 		– Hold
0
– – – 44
2021
Q2 		– Hold
0
– – – 48
2021
Q1 		– Hold
0
– – – 52
2020
Q4 		– Hold
0
– – – 57
2020
Q3 		– Hold
0
– – – 54

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SpiderRock Advisors's JBTM Position: Q3 2024 in Review

SpiderRock Advisors increased its JBT Marel (JBTM) stake by 22% in Q3 2024, buying an estimated $96.9K and bringing the position to 5,739 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #599.

SpiderRock Advisors first reported a position in JBTM in Q1 2024 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold JBTM as of Q3 2024.

  • SpiderRock Advisors held 5,739 shares of JBT Marel worth $565K as of Q3 2024.
  • SpiderRock Advisors bought 1,050 JBT Marel shares in Q3 2024, an estimated $96.9K.
  • JBT Marel made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #599 holding.
  • SpiderRock Advisors first reported a position in JBT Marel in Q1 2024 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held JBT Marel as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.