Concord Wealth Partners’s JB Hunt Transport Services JBHT Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-40	Closed	-$7.54K	–	924
2023 Q3	$7.54K	Hold	40	–	–	﹤0.01%	662
2023 Q2	$7.24K	Buy	40 +20	+100%	+$3.48K	﹤0.01%	648
2023 Q1	$3.51K	Sell	20 -20	-50%	-$3.64K	﹤0.01%	728
2022 Q4	$6.97K	Buy	+40	New	+$6.98K	﹤0.01%	693
2022 Q3	–	Sell	-40	Closed	-$6K	–	659
2022 Q2	$6K	Buy	40 +20	+100%	+$3.38K	﹤0.01%	784
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	967
2021 Q4	$4K	Hold	20	–	–	﹤0.01%	992
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	690
2021 Q2	$3K	Sell	20 -3	-13%	-$506	﹤0.01%	823
2021 Q1	$4K	Buy	+23	New	+$3.46K	﹤0.01%	718

Other funds holding JBHT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Concord Wealth Partners's JBHT Position: Q4 2023 in Review

Concord Wealth Partners sold out of JB Hunt Transport Services (JBHT) in Q4 2023, closing a stake of 40 shares — an estimated $7.54K sold.

Concord Wealth Partners first reported a position in JBHT in Q1 2021 and held it in 10 quarters. The position peaked at $7.54K in Q3 2023. 614 funds tracked by Wall St. Rank hold JBHT as of Q4 2023.

Concord Wealth Partners reported no remaining JB Hunt Transport Services position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 40 JB Hunt Transport Services shares in Q4 2023, an estimated $7.54K.
Concord Wealth Partners first reported a position in JB Hunt Transport Services in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's JB Hunt Transport Services position peaked at $7.54K in Q3 2023.
614 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.