SSG
JBTM

Summit Securities Group’s JBT Marel JBTM Stock Holding History

Summit Securities 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
2021
Q3 		– Sell
-16
Closed -$228K – 911
2021
Q2 		$228K Buy
+16
New +$2.23K 0.02% 625

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's JBTM Position: Q1 2016 in Review

Summit Securities Group sold out of JBT Marel (JBTM) in Q1 2016, closing a stake of 5,280 shares — an estimated $263K sold.

Summit Securities Group first reported a position in JBTM in Q4 2015 and held it in 1 quarter. The position peaked at $263K in Q4 2015. 212 funds tracked by Wall St. Rank hold JBTM as of Q1 2016.

  • Summit Securities Group reported no remaining JBT Marel position as of Q1 2016 after selling out during the quarter.
  • Summit Securities Group sold 5,280 JBT Marel shares in Q1 2016, an estimated $263K.
  • Summit Securities Group first reported a position in JBT Marel in Q4 2015 and held it in 1 quarter.
  • Summit Securities Group's JBT Marel position peaked at $263K in Q4 2015.
  • 212 funds tracked by Wall St. Rank held JBT Marel as of Q1 2016.

Based on Summit Securities Group's 13F filing for Q1 2016, filed 11 May 2016.