Thematics Asset Management’s JBT Marel JBTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29.3M Hold
208,552
1.33% 19
2025
Q2
$25.1M Hold
208,552
1.13% 30
2025
Q1
$25.5M Buy
208,552
+20,206
+11% +$2.56M 1.29% 22
2024
Q4
$23.9M Hold
188,346
1.04% 31
2024
Q3
$18.6M Sell
188,346
-29,493
-14% -$2.72M 0.73% 51
2024
Q2
$20.7M Buy
217,839
+8,322
+4% +$785K 0.84% 40
2024
Q1
$22M Buy
209,517
+64,393
+44% +$6.41M 0.91% 40
2023
Q4
$14.4M Buy
145,124
+6,208
+4% +$643K 0.63% 60
2023
Q3
$14.6M Buy
138,916
+5,535
+4% +$619K 0.72% 52
2023
Q2
$16.2M Buy
133,381
+30,743
+30% +$3.37M 0.78% 51
2023
Q1
$11.2M Buy
102,638
+11,632
+13% +$1.23M 0.61% 65
2022
Q4
$8.31M Buy
+91,006
New +$8.33M 0.5% 74

Other funds holding JBTM