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Halpern Financial’s JB Hunt Transport Services JBHT Stock Holding History

Halpern Financial’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
2022
Q1 		– Sell
-29
Closed -$5.93K – 249
2021
Q4 		$5.93K Hold
29
– – ﹤0.01% 205
2021
Q3 		$4.85K Hold
29
– – ﹤0.01% 212
2021
Q2 		$4.73K Hold
29
– – ﹤0.01% 184
2021
Q1 		$4.87K Buy
+29
New +$4.36K ﹤0.01% 183

Other funds holding JBHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Halpern Financial's JBHT Position: Q1 2022 in Review

Halpern Financial sold out of JB Hunt Transport Services (JBHT) in Q1 2022, closing a stake of 29 shares — an estimated $5.93K sold.

Halpern Financial first reported a position in JBHT in Q1 2021 and held it in 4 quarters. The position peaked at $5.93K in Q4 2021. 599 funds tracked by Wall St. Rank hold JBHT as of Q1 2022.

  • Halpern Financial reported no remaining JB Hunt Transport Services position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 29 JB Hunt Transport Services shares in Q1 2022, an estimated $5.93K.
  • Halpern Financial first reported a position in JB Hunt Transport Services in Q1 2021 and held it in 4 quarters.
  • Halpern Financial's JB Hunt Transport Services position peaked at $5.93K in Q4 2021.
  • 599 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.