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Aperio Group’s JetBlue JBLU Stock Holding History

Aperio Group’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
2020
Q4 		$1.17M Buy
80,548
+4,480
+6% +$61.5K ﹤0.01% 1508
2020
Q3 		$862K Sell
76,068
-2,450
-3% -$27.5K ﹤0.01% 1513
2020
Q2 		$856K Sell
78,518
-227,006
-74% -$2.24M ﹤0.01% 1489
2020
Q1 		$2.73M Buy
305,524
+248,954
+440% +$4.13M 0.01% 885
2019
Q4 		$1.06M Buy
56,570
+94
+0.2% +$1.75K ﹤0.01% 1404
2019
Q3 		$946K Buy
56,476
+12,949
+30% +$235K ﹤0.01% 1421
2019
Q2 		$805K Buy
43,527
+1,119
+3% +$20K ﹤0.01% 1508
2019
Q1 		$694K Sell
42,408
-7,728
-15% -$132K ﹤0.01% 1555
2018
Q4 		$805K Sell
50,136
-216,632
-81% -$3.77M ﹤0.01% 1426
2018
Q3 		$5.17M Buy
266,768
+4,208
+2% +$79.8K 0.02% 674
2018
Q2 		$4.98M Buy
262,560
+193,556
+280% +$3.73M 0.02% 667
2018
Q1 		$1.4M Buy
69,004
+3,827
+6% +$81.4K 0.01% 1148
2017
Q4 		$1.46M Sell
65,177
-4,516
-6% -$92.3K 0.01% 1125
2017
Q3 		$1.29M Sell
69,693
-4,780
-6% -$100K 0.01% 1136
2017
Q2 		$1.7M Buy
74,473
+7,118
+11% +$156K 0.01% 971
2017
Q1 		$1.39M Buy
67,355
+1,324
+2% +$27K 0.01% 1017
2016
Q4 		$1.48M Sell
66,031
-3,100
-4% -$61.2K 0.01% 944
2016
Q3 		$1.19M Buy
69,131
+7,665
+12% +$131K 0.01% 1029
2016
Q2 		$1.02M Sell
61,466
-15,516
-20% -$288K 0.01% 1063
2016
Q1 		$1.63M Sell
76,982
-4,013
-5% -$84.4K 0.01% 859
2015
Q4 		$1.83M Buy
80,995
+11,745
+17% +$293K 0.02% 780
2015
Q3 		$1.78M Buy
69,250
+7,110
+11% +$168K 0.02% 766
2015
Q2 		$1.29M Buy
62,140
+37,145
+149% +$752K 0.01% 871
2015
Q1 		$481K Buy
24,995
+11,182
+81% +$190K 0.01% 1299
2014
Q4 		$219K Sell
13,813
-1,705
-11% -$22.1K ﹤0.01% 1688
2014
Q3 		$165K Buy
15,518
+3,651
+31% +$41.7K ﹤0.01% 1641
2014
Q2 		$129K Buy
11,867
+203
+2% +$1.88K ﹤0.01% 1671
2014
Q1 		$101K Buy
+11,664
New +$102K ﹤0.01% 1963
2013
Q4 		– Hold
0
– – – 1909

Other funds holding JBLU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Aperio Group's JBLU Position: Q4 2020 in Review

Aperio Group increased its JetBlue (JBLU) stake by 5.9% in Q4 2020, buying an estimated $61.5K and bringing the position to 80,548 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Aperio Group first reported a position in JBLU in Q1 2014 and has held it in 28 quarters since. The position peaked at $5.17M in Q3 2018. 342 funds tracked by Wall St. Rank hold JBLU as of Q4 2020.

  • Aperio Group held 80,548 shares of JetBlue worth $1.17M as of Q4 2020.
  • Aperio Group bought 4,480 JetBlue shares in Q4 2020, an estimated $61.5K.
  • JetBlue made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1508 holding.
  • Aperio Group first reported a position in JetBlue in Q1 2014 and has held it in 28 quarters since.
  • Aperio Group's JetBlue position peaked at $5.17M in Q3 2018.
  • 342 funds tracked by Wall St. Rank held JetBlue as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.