1834 Investment Advisors’s JetBlue JBLU Stock Holding History

1834 Investment Advisors’s Portfolio JBLU Stock Details JBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-400	Closed	-$6K	–	479
2020 Q4	$6K	Buy	+400	New	+$5.49K	﹤0.01%	401
2020 Q1	–	Sell	-200	Closed	-$4K	–	424
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	423
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	435
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	407
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	386
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	386
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	383
2018 Q2	$4K	Sell	200 -200	-50%	-$3.85K	﹤0.01%	398
2018 Q1	$8K	Hold	400	–	–	﹤0.01%	393
2017 Q4	$9K	Buy	+400	New	+$8.17K	﹤0.01%	414

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

1834 Investment Advisors's JBLU Position: Q1 2021 in Review

1834 Investment Advisors sold out of JetBlue (JBLU) in Q1 2021, closing a stake of 400 shares — an estimated $6K sold.

1834 Investment Advisors first reported a position in JBLU in Q4 2017 and held it in 10 quarters. The position peaked at $9K in Q4 2017. 366 funds tracked by Wall St. Rank hold JBLU as of Q1 2021.

1834 Investment Advisors reported no remaining JetBlue position as of Q1 2021 after selling out during the quarter.
1834 Investment Advisors sold 400 JetBlue shares in Q1 2021, an estimated $6K.
1834 Investment Advisors first reported a position in JetBlue in Q4 2017 and held it in 10 quarters.
1834 Investment Advisors's JetBlue position peaked at $9K in Q4 2017.
366 funds tracked by Wall St. Rank held JetBlue as of Q1 2021.

Based on 1834 Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.