Tarbox Family Office’s JBT Marel JBTM Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-28	Closed	-$3K	–	1019
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	742
2021 Q4	$4K	Hold	28	–	–	﹤0.01%	719
2021 Q3	$4K	Hold	28	–	–	﹤0.01%	739
2021 Q2	$4K	Hold	28	–	–	﹤0.01%	753
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	689
2020 Q4	$3K	Hold	28	–	–	﹤0.01%	753
2020 Q3	$3K	Hold	28	–	–	﹤0.01%	683
2020 Q2	$2K	Buy	28 +13	+87%	+$1.01K	﹤0.01%	858
2020 Q1	$1K	Sell	15 -6	-29%	-$600	﹤0.01%	1033
2019 Q4	$2K	Buy	21 +6	+40%	+$642	﹤0.01%	879
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	1037
2019 Q2	$2K	Buy	+15	New	+$1.61K	﹤0.01%	824

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Tarbox Family Office's JBTM Position: Q2 2022 in Review

Tarbox Family Office sold out of JBT Marel (JBTM) in Q2 2022, closing a stake of 28 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in JBTM in Q2 2019 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 281 funds tracked by Wall St. Rank hold JBTM as of Q2 2022.

Tarbox Family Office reported no remaining JBT Marel position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 28 JBT Marel shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in JBT Marel in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's JBT Marel position peaked at $4K in Q4 2021.
281 funds tracked by Wall St. Rank held JBT Marel as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.