SIG
JBTM

Stonegate Investment Group’s JBT Marel JBTM Stock Holding History

Stonegate Investment 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
2025
Q3 		$322K Hold
2,296
– – 0.01% 305
2025
Q2 		$276K Buy
2,296
+225
+11% +$25.1K 0.01% 317
2025
Q1 		$253K Sell
2,071
-34
-2% -$4.3K 0.01% 299
2024
Q4 		$268K Buy
+2,105
New +$243K 0.01% 283

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stonegate Investment Group's JBTM Position: Q3 2025 in Review

Stonegate Investment Group held its JBT Marel (JBTM) position steady in Q3 2025 at 2,296 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #305.

Stonegate Investment Group first reported a position in JBTM in Q4 2024 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold JBTM as of Q3 2025.

  • Stonegate Investment Group held 2,296 shares of JBT Marel worth $322K as of Q3 2025.
  • Stonegate Investment Group left its JBT Marel share count unchanged in Q3 2025.
  • JBT Marel made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #305 holding.
  • Stonegate Investment Group first reported a position in JBT Marel in Q4 2024 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held JBT Marel as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.