SI
JBTM

Stephens Inc’s JBT Marel JBTM Stock Holding History

Stephens Inc’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
Q4 		– Sell
-2,371
Closed -$234K – 1358
2024
Q3 		$234K Buy
+2,371
New +$219K ﹤0.01% 1135
2024
Q2 		– Sell
-1,952
Closed -$205K – 1364
2024
Q1 		$205K Buy
+1,952
New +$194K ﹤0.01% 1158

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Stephens Inc's JBTM Position: Q4 2024 in Review

Stephens Inc sold out of JBT Marel (JBTM) in Q4 2024, closing a stake of 2,371 shares — an estimated $234K sold.

Stephens Inc first reported a position in JBTM in Q1 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 326 funds tracked by Wall St. Rank hold JBTM as of Q4 2024.

  • Stephens Inc reported no remaining JBT Marel position as of Q4 2024 after selling out during the quarter.
  • Stephens Inc sold 2,371 JBT Marel shares in Q4 2024, an estimated $234K.
  • Stephens Inc first reported a position in JBT Marel in Q1 2024 and held it in 2 quarters.
  • Stephens Inc's JBT Marel position peaked at $234K in Q3 2024.
  • 326 funds tracked by Wall St. Rank held JBT Marel as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.