Dougherty Wealth Advisers’s JB Hunt Transport Services JBHT Stock Holding History

Dougherty Wealth Advisers’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
2024 Q1	–	Sell	-77	Closed	-$15.4K	–	121
2023 Q4	$15.4K	Hold	77	–	–	0.01%	113
2023 Q3	$14.5K	Hold	77	–	–	0.02%	111
2023 Q2	$13.9K	Hold	77	–	–	0.02%	112
2023 Q1	$13.5K	Sell	77 -78	-50%	-$14.2K	0.02%	117
2022 Q4	$27K	Hold	155	–	–	0.04%	107
2022 Q3	$24K	Hold	155	–	–	0.05%	105
2022 Q2	$24K	Hold	155	–	–	0.04%	105
2022 Q1	$31K	Hold	155	–	–	0.05%	105
2021 Q4	$32K	Hold	155	–	–	0.04%	113
2021 Q3	$26K	Hold	155	–	–	0.04%	115
2021 Q2	$25K	Sell	155 -276	-64%	-$46.6K	0.04%	116
2021 Q1	$72K	Hold	431	–	–	0.11%	78
2020 Q4	$59K	Hold	431	–	–	0.09%	92
2020 Q3	$54K	Hold	431	–	–	0.19%	89
2020 Q2	$52K	Hold	431	–	–	0.19%	92
2020 Q1	$40K	Sell	431 -144	-25%	-$15K	0.16%	101
2019 Q4	$67K	Hold	575	–	–	0.2%	88
2019 Q3	$64K	Hold	575	–	–	0.21%	85
2019 Q2	$53K	Hold	575	–	–	0.15%	109
2019 Q1	$58K	Hold	575	–	–	0.2%	93
2018 Q4	$63K	Buy	+575	New	+$60.9K	0.21%	89

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

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dougherty Wealth Advisers's JBHT Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of JB Hunt Transport Services (JBHT) in Q1 2024, closing a stake of 77 shares — an estimated $15.4K sold.

Dougherty Wealth Advisers first reported a position in JBHT in Q4 2018 and held it in 21 quarters. The position peaked at $72K in Q1 2021. 625 funds tracked by Wall St. Rank hold JBHT as of Q1 2024.

Dougherty Wealth Advisers reported no remaining JB Hunt Transport Services position as of Q1 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 77 JB Hunt Transport Services shares in Q1 2024, an estimated $15.4K.
Dougherty Wealth Advisers first reported a position in JB Hunt Transport Services in Q4 2018 and held it in 21 quarters.
Dougherty Wealth Advisers's JB Hunt Transport Services position peaked at $72K in Q1 2021.
625 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.