VFA
JBTM

Valeo Financial Advisors’s JBT Marel JBTM Stock Holding History

Valeo Financial 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
Q4 		– Sell
-98
Closed -$9K – 1888
2020
Q3 		$9K Hold
98
– – ﹤0.01% 1121
2020
Q2 		$8K Hold
98
– – ﹤0.01% 1384
2020
Q1 		$9K Buy
+98
New +$9.8K ﹤0.01% 1148

Other funds holding JBTM

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Valeo Financial Advisors's JBTM Position: Q4 2020 in Review

Valeo Financial Advisors sold out of JBT Marel (JBTM) in Q4 2020, closing a stake of 98 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in JBTM in Q1 2020 and held it in 3 quarters. The position peaked at $9K in Q3 2020. 256 funds tracked by Wall St. Rank hold JBTM as of Q4 2020.

  • Valeo Financial Advisors reported no remaining JBT Marel position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 98 JBT Marel shares in Q4 2020, an estimated $9K.
  • Valeo Financial Advisors first reported a position in JBT Marel in Q1 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's JBT Marel position peaked at $9K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held JBT Marel as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.