WJA
JBTM

Willis Johnson & Associates’s JBT Marel JBTM Stock Holding History

Willis Johnson & Associates’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
Q1 		– Sell
-1,583
Closed -$243K – 116
2021
Q4 		$243K Buy
1,583
+1
+0.1% +$156 0.03% 85
2021
Q3 		$222K Sell
1,582
-1,581
-50% -$227K 0.03% 86
2021
Q2 		$451K Hold
3,163
– – 0.06% 59
2021
Q1 		$422K Buy
+3,163
New +$416K 0.06% 58

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Willis Johnson & Associates's JBTM Position: Q1 2022 in Review

Willis Johnson & Associates sold out of JBT Marel (JBTM) in Q1 2022, closing a stake of 1,583 shares — an estimated $243K sold.

Willis Johnson & Associates first reported a position in JBTM in Q1 2021 and held it in 4 quarters. The position peaked at $451K in Q2 2021. 282 funds tracked by Wall St. Rank hold JBTM as of Q1 2022.

  • Willis Johnson & Associates reported no remaining JBT Marel position as of Q1 2022 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,583 JBT Marel shares in Q1 2022, an estimated $243K.
  • Willis Johnson & Associates first reported a position in JBT Marel in Q1 2021 and held it in 4 quarters.
  • Willis Johnson & Associates's JBT Marel position peaked at $451K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held JBT Marel as of Q1 2022.

Based on Willis Johnson & Associates's 13F filing for Q1 2022, filed 10 May 2022.