SFG
JBTM

Steward Financial Group’s JBT Marel JBTM Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+17
New +$1.9K ﹤0.01% 1297
2022
Q3 		– Sell
-12
Closed -$1K – 1381
2022
Q2 		$1K Buy
+12
New +$1.38K ﹤0.01% 913

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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
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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Financial Group's JBTM Position: Q3 2023 in Review

Steward Financial Group opened a new position in JBT Marel (JBTM) in Q3 2023: 17 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in JBTM as recently as Q2 2022.

Steward Financial Group first reported a position in JBTM in Q2 2022 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold JBTM as of Q3 2023.

  • Steward Financial Group held 17 shares of JBT Marel worth $1K as of Q3 2023.
  • JBT Marel was a new Steward Financial Group position in Q3 2023.
  • JBT Marel made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1297 holding.
  • Steward Financial Group first reported a position in JBT Marel in Q2 2022 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held JBT Marel as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.