ZIM
JBTM

Zacks Investment Management’s JBT Marel JBTM Stock Holding History

Zacks Investment Management’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
2018
Q3 		– Sell
-8,653
Closed -$769K – 622
2018
Q2 		$769K Buy
8,653
+44
+0.5% +$4.29K 0.02% 446
2018
Q1 		$976K Buy
8,609
+136
+2% +$15.6K 0.02% 413
2017
Q4 		$939K Buy
8,473
+226
+3% +$24.7K 0.02% 415
2017
Q3 		$834K Sell
8,247
-1,153
-12% -$106K 0.02% 405
2017
Q2 		$921K Buy
+9,400
New +$835K 0.02% 385
2016
Q3 		– Sell
-30,473
Closed -$1.87M – 733
2016
Q2 		$1.87M Sell
30,473
-6,986
-19% -$408K 0.06% 214
2016
Q1 		$2.11M Sell
37,459
-11,738
-24% -$571K 0.07% 190
2015
Q4 		$2.45M Hold
49,197
– – 0.08% 176
2015
Q3 		$1.88M Buy
49,197
+7,124
+17% +$258K 0.07% 191
2015
Q2 		$1.58M Buy
42,073
+9,683
+30% +$357K 0.05% 213
2015
Q1 		$1.16M Sell
32,390
-1,368
-4% -$45.2K 0.04% 258
2014
Q4 		$1.11M Hold
33,758
– – 0.04% 261
2014
Q3 		$950K Buy
+33,758
New +$971K 0.03% 269

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zacks Investment Management's JBTM Position: Q3 2018 in Review

Zacks Investment Management sold out of JBT Marel (JBTM) in Q3 2018, closing a stake of 8,653 shares — an estimated $769K sold.

Zacks Investment Management first reported a position in JBTM in Q3 2014 and held it in 13 quarters. The position peaked at $2.45M in Q4 2015. 241 funds tracked by Wall St. Rank hold JBTM as of Q3 2018.

  • Zacks Investment Management reported no remaining JBT Marel position as of Q3 2018 after selling out during the quarter.
  • Zacks Investment Management sold 8,653 JBT Marel shares in Q3 2018, an estimated $769K.
  • Zacks Investment Management first reported a position in JBT Marel in Q3 2014 and held it in 13 quarters.
  • Zacks Investment Management's JBT Marel position peaked at $2.45M in Q4 2015.
  • 241 funds tracked by Wall St. Rank held JBT Marel as of Q3 2018.

Based on Zacks Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.