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Caldwell Trust’s JB Hunt Transport Services JBHT Stock Holding History

Caldwell Trust’s Portfolio JBHT Stock Details JBHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-75
Closed -$13.6K – 738
2023
Q2 		$13.6K Hold
75
– – ﹤0.01% 609
2023
Q1 		$13.2K Buy
+75
New +$13.6K ﹤0.01% 597

Other funds holding JBHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell Trust's JBHT Position: Q3 2023 in Review

Caldwell Trust sold out of JB Hunt Transport Services (JBHT) in Q3 2023, closing a stake of 75 shares — an estimated $13.6K sold.

Caldwell Trust first reported a position in JBHT in Q1 2023 and held it in 2 quarters. The position peaked at $13.6K in Q2 2023. 576 funds tracked by Wall St. Rank hold JBHT as of Q3 2023.

  • Caldwell Trust reported no remaining JB Hunt Transport Services position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 75 JB Hunt Transport Services shares in Q3 2023, an estimated $13.6K.
  • Caldwell Trust first reported a position in JB Hunt Transport Services in Q1 2023 and held it in 2 quarters.
  • Caldwell Trust's JB Hunt Transport Services position peaked at $13.6K in Q2 2023.
  • 576 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.