SS
JBTM

Sunbelt Securities’s JBT Marel JBTM Stock Holding History

Sunbelt Securities’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 		– Sell
-73
Closed -$8.86K – 1832
2023
Q2 		$8.86K Hold
73
– – ﹤0.01% 1202
2023
Q1 		$7.88K Buy
+73
New +$7.72K ﹤0.01% 1197

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sunbelt Securities's JBTM Position: Q3 2023 in Review

Sunbelt Securities sold out of JBT Marel (JBTM) in Q3 2023, closing a stake of 73 shares — an estimated $8.86K sold.

Sunbelt Securities first reported a position in JBTM in Q1 2023 and held it in 2 quarters. The position peaked at $8.86K in Q2 2023. 274 funds tracked by Wall St. Rank hold JBTM as of Q3 2023.

  • Sunbelt Securities reported no remaining JBT Marel position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 73 JBT Marel shares in Q3 2023, an estimated $8.86K.
  • Sunbelt Securities first reported a position in JBT Marel in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's JBT Marel position peaked at $8.86K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held JBT Marel as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.