SMFS
JBTM

Squar Milner Financial Services’s JBT Marel JBTM Stock Holding History

Squar Milner Financial Services’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
2020
Q1 		– Sell
-319
Closed -$35K – 894
2019
Q4 		$35K Buy
+319
New +$34.2K 0.02% 448
2019
Q3 		– Sell
-31
Closed -$4K – 746
2019
Q2 		$4K Buy
+31
New +$3.33K ﹤0.01% 644

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squar Milner Financial Services's JBTM Position: Q1 2020 in Review

Squar Milner Financial Services sold out of JBT Marel (JBTM) in Q1 2020, closing a stake of 319 shares — an estimated $35K sold.

Squar Milner Financial Services first reported a position in JBTM in Q2 2019 and held it in 2 quarters. The position peaked at $35K in Q4 2019. 230 funds tracked by Wall St. Rank hold JBTM as of Q1 2020.

  • Squar Milner Financial Services reported no remaining JBT Marel position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 319 JBT Marel shares in Q1 2020, an estimated $35K.
  • Squar Milner Financial Services first reported a position in JBT Marel in Q2 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's JBT Marel position peaked at $35K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held JBT Marel as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.