Zions Bancorporation’s JBT Marel JBTM Stock Holding History

Zions Bancorporation’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 Q4	$2.28M	Buy	17,976 +2,654	+17%	+$306K	0.14%	137
2024 Q3	$1.51M	Buy	15,322 +2,199	+17%	+$203K	0.11%	164
2024 Q2	$1.25M	Buy	13,123 +2,471	+23%	+$233K	0.1%	163
2024 Q1	$1.12M	Buy	10,652 +711	+7%	+$70.8K	0.08%	192
2023 Q4	$989K	Buy	9,941 +610	+7%	+$63.2K	0.07%	210
2023 Q3	$981K	Buy	9,331 +797	+9%	+$89.2K	0.09%	186
2023 Q2	$1.04M	Buy	8,534 +126	+1%	+$13.8K	0.09%	178
2023 Q1	$919K	Buy	8,408 +8,344	+13,038%	+$883K	0.08%	200
2022 Q4	$5.84K	Buy	+64	New	+$5.86K	﹤0.01%	828

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Zions Bancorporation's JBTM Position: Q4 2024 in Review

Zions Bancorporation increased its JBT Marel (JBTM) stake by 17% in Q4 2024, buying an estimated $306K and bringing the position to 17,976 shares worth $2.28M. The position accounts for 0.14% of the portfolio, ranked #137.

Zions Bancorporation first reported a position in JBTM in Q4 2022 and has held it in 9 quarters since. 325 funds tracked by Wall St. Rank hold JBTM as of Q4 2024.

Zions Bancorporation held 17,976 shares of JBT Marel worth $2.28M as of Q4 2024.
Zions Bancorporation bought 2,654 JBT Marel shares in Q4 2024, an estimated $306K.
JBT Marel made up 0.14% of Zions Bancorporation's portfolio in Q4 2024, its #137 holding.
Zions Bancorporation first reported a position in JBT Marel in Q4 2022 and has held it in 9 quarters since.
325 funds tracked by Wall St. Rank held JBT Marel as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.