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Congress Asset Management’s JetBlue JBLU Stock Holding History

Congress Asset Management’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
Q1 		– Sell
-356,492
Closed -$2.31M – 381
2022
Q4 		$2.31M Sell
356,492
-18,475
-5% -$135K 0.02% 272
2022
Q3 		$2.49M Buy
374,967
+4,608
+1% +$37.5K 0.03% 252
2022
Q2 		$3.1M Buy
370,359
+2,990
+0.8% +$32K 0.03% 248
2022
Q1 		$5.49M Buy
367,369
+9,279
+3% +$134K 0.05% 223
2021
Q4 		$5.1M Buy
358,090
+117,495
+49% +$1.73M 0.04% 229
2021
Q3 		$3.68M Buy
240,595
+160
+0.1% +$2.46K 0.03% 237
2021
Q2 		$4.03M Buy
240,435
+36,695
+18% +$711K 0.03% 230
2021
Q1 		$4.14M Buy
203,740
+169,775
+500% +$2.94M 0.04% 220
2020
Q4 		$494K Sell
33,965
-1,145
-3% -$15.7K ﹤0.01% 317
2020
Q3 		$398K Hold
35,110
– – ﹤0.01% 303
2020
Q2 		$383K Buy
+35,110
New +$346K ﹤0.01% 291

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return