SSW
JBTM

Stone Summit Wealth’s JBT Marel JBTM Stock Holding History

Stone Summit 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
2022
Q3 		– Sell
-2,100
Closed -$232K – 129
2022
Q2 		$232K Hold
2,100
– – 0.14% 120
2022
Q1 		$255K Sell
2,100
-300
-13% -$38.4K 0.14% 120
2021
Q4 		$369K Buy
+2,400
New +$375K 0.3% 86

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Stone Summit Wealth's JBTM Position: Q3 2022 in Review

Stone Summit Wealth sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 2,100 shares — an estimated $232K sold.

Stone Summit Wealth first reported a position in JBTM in Q4 2021 and held it in 3 quarters. The position peaked at $369K in Q4 2021. 270 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

  • Stone Summit Wealth reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
  • Stone Summit Wealth sold 2,100 JBT Marel shares in Q3 2022, an estimated $232K.
  • Stone Summit Wealth first reported a position in JBT Marel in Q4 2021 and held it in 3 quarters.
  • Stone Summit Wealth's JBT Marel position peaked at $369K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on Stone Summit Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.