Sutton Wealth Advisors’s JBT Marel JBTM Stock Holding History

Sutton Wealth Advisors’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	$13.6K	Sell	129 -2	-2%	-$224	0.01%	420
2023 Q2	$15.9K	Hold	131	–	–	0.01%	381
2023 Q1	$14.3K	Sell	131 -726	-85%	-$76.8K	0.01%	354
2022 Q4	$78.3K	Buy	857 +38	+5%	+$3.48K	0.03%	289
2022 Q3	$70.4K	Sell	819 -7	-0.8%	-$743	0.03%	308
2022 Q2	$91.2K	Buy	826 +6	+0.7%	+$689	0.04%	251
2022 Q1	$97.1K	Sell	820 -5	-0.6%	-$640	0.03%	256
2021 Q4	$127K	Buy	825 +8	+1%	+$1.25K	0.04%	229
2021 Q3	$115K	Hold	817	–	–	0.04%	236
2021 Q2	$117K	Hold	817	–	–	0.04%	235
2021 Q1	$109K	Hold	817	–	–	0.04%	229
2020 Q4	$93K	Hold	817	–	–	0.04%	236
2020 Q3	$75.1K	Hold	817	–	–	0.04%	238
2020 Q2	$70.3K	Hold	817	–	–	0.04%	239
2020 Q1	$60.7K	Hold	817	–	–	0.04%	237
2019 Q4	$92K	Hold	817	–	–	0.05%	223
2019 Q3	$81.2K	Hold	817	–	–	0.05%	233
2019 Q2	$99K	Hold	817	–	–	0.06%	213
2019 Q1	$75.1K	Hold	817	–	–	0.04%	234
2018 Q4	$58.7K	Hold	817	–	–	0.04%	252
2018 Q3	$97.5K	Hold	817	–	–	0.06%	202
2018 Q2	$72.6K	Hold	817	–	–	0.05%	229
2018 Q1	$92.6K	Hold	817	–	–	0.07%	206
2017 Q4	$90.5K	Hold	817	–	–	0.07%	204
2017 Q3	$82.6K	Hold	817	–	–	0.06%	209
2017 Q2	$80.1K	Hold	817	–	–	0.06%	209
2017 Q1	$71.9K	Sell	817 -7	-0.8%	-$607	0.06%	212
2016 Q4	$70.8K	Sell	824 -29	-3%	-$2.37K	0.06%	215
2016 Q3	$60.2K	Hold	853	–	–	0.05%	228
2016 Q2	$52.2K	Sell	853 -15	-2%	-$876	0.05%	245
2016 Q1	$49K	Buy	+868	New	+$42.2K	0.05%	249

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sutton Wealth Advisors's JBTM Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its JBT Marel (JBTM) stake by 1.5% in Q3 2023, selling an estimated $224 and leaving 129 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #420.

Sutton Wealth Advisors first reported a position in JBTM in Q1 2016 and has held it in 31 quarters since. The position peaked at $127K in Q4 2021. 274 funds tracked by Wall St. Rank hold JBTM as of Q3 2023.

Sutton Wealth Advisors held 129 shares of JBT Marel worth $13.6K as of Q3 2023.
Sutton Wealth Advisors sold 2 JBT Marel shares in Q3 2023, an estimated $224.
JBT Marel made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #420 holding.
Sutton Wealth Advisors first reported a position in JBT Marel in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's JBT Marel position peaked at $127K in Q4 2021.
274 funds tracked by Wall St. Rank held JBT Marel as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.