TFO
JBTM

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
BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return