Disciplined Investments’s JetBlue JBLU Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-55	Closed	-$487	–	831
2023 Q2	$487	Sell	55 -10	-15%	-$73	﹤0.01%	1233
2023 Q1	$473	Buy	65 +26	+67%	+$205	﹤0.01%	1241
2022 Q4	$253	Sell	39 -13	-25%	-$95	﹤0.01%	1383
2022 Q3	$0	Buy	+52	New	+$423	﹤0.01%	1405
2022 Q2	–	Sell	-60	Closed	-$1K	–	1437
2022 Q1	$1K	Buy	+60	New	+$869	﹤0.01%	1036

Other funds holding JBLU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's JBLU Position: Q3 2023 in Review

Disciplined Investments sold out of JetBlue (JBLU) in Q3 2023, closing a stake of 55 shares — an estimated $487 sold.

Disciplined Investments first reported a position in JBLU in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 322 funds tracked by Wall St. Rank hold JBLU as of Q3 2023.

Disciplined Investments reported no remaining JetBlue position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 55 JetBlue shares in Q3 2023, an estimated $487.
Disciplined Investments first reported a position in JetBlue in Q1 2022 and held it in 5 quarters.
Disciplined Investments's JetBlue position peaked at $1K in Q1 2022.
322 funds tracked by Wall St. Rank held JetBlue as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.