TNA
JBTM

True North Advisors’s JBT Marel JBTM Stock Holding History

True North 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
2020
Q3 		– Sell
-4,000
Closed -$344K – 206
2020
Q2 		$344K Hold
4,000
– – 0.08% 144
2020
Q1 		$297K Buy
+4,000
New +$400K 0.1% 98

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

True North Advisors's JBTM Position: Q3 2020 in Review

True North Advisors sold out of JBT Marel (JBTM) in Q3 2020, closing a stake of 4,000 shares — an estimated $344K sold.

True North Advisors first reported a position in JBTM in Q1 2020 and held it in 2 quarters. The position peaked at $344K in Q2 2020. 245 funds tracked by Wall St. Rank hold JBTM as of Q3 2020.

  • True North Advisors reported no remaining JBT Marel position as of Q3 2020 after selling out during the quarter.
  • True North Advisors sold 4,000 JBT Marel shares in Q3 2020, an estimated $344K.
  • True North Advisors first reported a position in JBT Marel in Q1 2020 and held it in 2 quarters.
  • True North Advisors's JBT Marel position peaked at $344K in Q2 2020.
  • 245 funds tracked by Wall St. Rank held JBT Marel as of Q3 2020.

Based on True North Advisors's 13F filing for Q3 2020, filed 20 May 2022.