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Carmichael Hill & Associates’s JetBlue JBLU Stock Holding History

Carmichael Hill & Associates’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
2023
Q4 		– Sell
-1,500
Closed -$6.9K – 803
2023
Q3 		$6.9K Hold
1,500
– – ﹤0.01% 610
2023
Q2 		$13.3K Buy
+1,500
New +$10.9K 0.01% 521
2022
Q2 		– Sell
-1,500
Closed -$22K – 842
2022
Q1 		$22K Buy
+1,500
New +$21.7K 0.01% 484

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carmichael Hill & Associates's JBLU Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of JetBlue (JBLU) in Q4 2023, closing a stake of 1,500 shares — an estimated $6.9K sold.

Carmichael Hill & Associates first reported a position in JBLU in Q1 2022 and held it in 3 quarters. The position peaked at $22K in Q1 2022. 335 funds tracked by Wall St. Rank hold JBLU as of Q4 2023.

  • Carmichael Hill & Associates reported no remaining JetBlue position as of Q4 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 1,500 JetBlue shares in Q4 2023, an estimated $6.9K.
  • Carmichael Hill & Associates first reported a position in JetBlue in Q1 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's JetBlue position peaked at $22K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held JetBlue as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.