WCF
JBTM

West Coast Financial’s JBT Marel JBTM Stock Holding History

West Coast Financial’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
2024
Q2 		– Sell
-82,215
Closed -$8.62M – 170
2024
Q1 		$8.62M Buy
82,215
+300
+0.4% +$29.9K 1.05% 31
2023
Q4 		$8.15M Buy
81,915
+6,062
+8% +$628K 1.07% 31
2023
Q3 		$7.98M Buy
75,853
+2,444
+3% +$274K 1.19% 25
2023
Q2 		$8.9M Buy
73,409
+1,855
+3% +$203K 1.26% 20
2023
Q1 		$7.82M Buy
71,554
+1,781
+3% +$188K 1.2% 24
2022
Q4 		$6.37M Buy
+69,773
New +$6.39M 1.08% 27

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

West Coast Financial's JBTM Position: Q2 2024 in Review

West Coast Financial sold out of JBT Marel (JBTM) in Q2 2024, closing a stake of 82,215 shares — an estimated $8.62M sold.

West Coast Financial first reported a position in JBTM in Q4 2022 and held it in 6 quarters. The position peaked at $8.9M in Q2 2023. 298 funds tracked by Wall St. Rank hold JBTM as of Q2 2024.

  • West Coast Financial reported no remaining JBT Marel position as of Q2 2024 after selling out during the quarter.
  • West Coast Financial sold 82,215 JBT Marel shares in Q2 2024, an estimated $8.62M.
  • West Coast Financial first reported a position in JBT Marel in Q4 2022 and held it in 6 quarters.
  • West Coast Financial's JBT Marel position peaked at $8.9M in Q2 2023.
  • 298 funds tracked by Wall St. Rank held JBT Marel as of Q2 2024.

Based on West Coast Financial's 13F filing for Q2 2024, filed 22 Jul 2024.