Berman Capital Advisors’s JetBlue JBLU Stock Holding History

Berman Capital 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 Q3	$69K	Buy	4,543 +3,790	+503%	+$58.1K	0.01%	557
2021 Q2	$12K	Buy	753 +44	+6%	+$852	﹤0.01%	1083
2021 Q1	$14K	Hold	709	–	–	﹤0.01%	919
2020 Q4	$10K	Buy	709 +65	+10%	+$892	﹤0.01%	921
2020 Q3	$7K	Buy	644 +1	+0.2%	+$11	﹤0.01%	922
2020 Q2	$7K	Buy	643 +517	+410%	+$5.09K	﹤0.01%	881
2020 Q1	$1K	Buy	126 +34	+37%	+$564	﹤0.01%	1315
2019 Q4	$1K	Hold	92	–	–	﹤0.01%	1345
2019 Q3	$1K	Hold	92	–	–	﹤0.01%	1330
2019 Q2	$1K	Buy	92 +81	+736%	+$1.45K	﹤0.01%	1340
2019 Q1	$0	Sell	11 -25	-69%	-$428	﹤0.01%	1401
2018 Q4	$0	Buy	+36	New	+$627	﹤0.01%	1186

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's JBLU Position: Q3 2021 in Review

Berman Capital Advisors increased its JetBlue (JBLU) stake by 503% in Q3 2021, buying an estimated $58.1K and bringing the position to 4,543 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #557.

Berman Capital Advisors first reported a position in JBLU in Q4 2018 and has held it in 12 quarters since. 379 funds tracked by Wall St. Rank hold JBLU as of Q3 2021.

Berman Capital Advisors held 4,543 shares of JetBlue worth $69K as of Q3 2021.
Berman Capital Advisors bought 3,790 JetBlue shares in Q3 2021, an estimated $58.1K.
JetBlue made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #557 holding.
Berman Capital Advisors first reported a position in JetBlue in Q4 2018 and has held it in 12 quarters since.
379 funds tracked by Wall St. Rank held JetBlue as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.