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Bartlett & Co’s Joby Aviation JOBY Stock Holding History

Bartlett & Co’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3K Hold
475
– – ﹤0.01% 1127
2023
Q3 		$3K Buy
+475
New +$3.75K ﹤0.01% 1045
2023
Q2 		– Sell
-1,000
Closed -$4K – 1144
2023
Q1 		$4K Hold
1,000
– – ﹤0.01% 928
2022
Q4 		$3K Hold
1,000
– – ﹤0.01% 976
2022
Q3 		$4K Buy
+1,000
New +$5.48K ﹤0.01% 954

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
8GI
8VC GP I Austin, Texas $39.6M AUM 36.39% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co's JOBY Position: Q4 2023 in Review

Bartlett & Co held its Joby Aviation (JOBY) position steady in Q4 2023 at 475 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Bartlett & Co first reported a position in JOBY in Q3 2022 and has held it in 5 quarters since. The position peaked at $4K in Q1 2023. 246 funds tracked by Wall St. Rank hold JOBY as of Q4 2023.

  • Bartlett & Co held 475 shares of Joby Aviation worth $3K as of Q4 2023.
  • Bartlett & Co left its Joby Aviation share count unchanged in Q4 2023.
  • Joby Aviation made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1127 holding.
  • Bartlett & Co first reported a position in Joby Aviation in Q3 2022 and has held it in 5 quarters since.
  • Bartlett & Co's Joby Aviation position peaked at $4K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.