TCWP’s JBT Marel JBTM Stock Holding History

TCWP’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	-46	Closed	-$5K	–	1825
2022 Q1	$5K	Buy	+46	New	+$5.89K	﹤0.01%	1085

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 $3.38T AUM 44.17% 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

TCWP's JBTM Position: Q2 2022 in Review

TCWP sold out of JBT Marel (JBTM) in Q2 2022, closing a stake of 46 shares — an estimated $5K sold.

TCWP first reported a position in JBTM in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 281 funds tracked by Wall St. Rank hold JBTM as of Q2 2022.

TCWP reported no remaining JBT Marel position as of Q2 2022 after selling out during the quarter.
TCWP sold 46 JBT Marel shares in Q2 2022, an estimated $5K.
TCWP first reported a position in JBT Marel in Q1 2022 and held it in 1 quarter.
TCWP's JBT Marel position peaked at $5K in Q1 2022.
281 funds tracked by Wall St. Rank held JBT Marel as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.