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Evergreen Capital Management’s JetBlue JBLU Stock Holding History

Evergreen Capital 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
2025
Q4 		– Sell
-13,032
Closed -$64.1K – 1468
2025
Q3 		$64.1K Buy
13,032
+1,680
+15% +$8.07K ﹤0.01% 1296
2025
Q2 		$48K Sell
11,352
-19,624
-63% -$87.8K ﹤0.01% 1120
2025
Q1 		$149K Sell
30,976
-735
-2% -$4.83K 0.01% 1037
2024
Q4 		$249K Sell
31,711
-431
-1% -$2.92K 0.01% 841
2024
Q3 		$211K Sell
32,142
-2,870
-8% -$16.2K 0.01% 914
2024
Q2 		$213K Buy
35,012
+5,947
+20% +$35.8K 0.01% 829
2024
Q1 		$216K Hold
29,065
– – 0.01% 772
2023
Q4 		$161K Buy
+29,065
New +$136K 0.01% 792

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evergreen Capital Management's JBLU Position: Q4 2025 in Review

Evergreen Capital Management sold out of JetBlue (JBLU) in Q4 2025, closing a stake of 13,032 shares — an estimated $64.1K sold.

Evergreen Capital Management first reported a position in JBLU in Q4 2023 and held it in 8 quarters. The position peaked at $249K in Q4 2024. 351 funds tracked by Wall St. Rank hold JBLU as of Q4 2025.

  • Evergreen Capital Management reported no remaining JetBlue position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 13,032 JetBlue shares in Q4 2025, an estimated $64.1K.
  • Evergreen Capital Management first reported a position in JetBlue in Q4 2023 and held it in 8 quarters.
  • Evergreen Capital Management's JetBlue position peaked at $249K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held JetBlue as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.