Kaizen Advisory’s JetBlue JBLU Stock Holding History

Kaizen Advisory’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
2018 Q1	–	Sell	-50,112	Closed	-$5.86M	–	602
2017 Q4	$5.86M	Buy	+50,112	New	+$1.02M	3.5%	2

Other funds holding JBLU

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Kaizen Advisory's JBLU Position: Q1 2018 in Review

Kaizen Advisory sold out of JetBlue (JBLU) in Q1 2018, closing a stake of 50,112 shares — an estimated $5.86M sold.

Kaizen Advisory first reported a position in JBLU in Q4 2017 and held it in 1 quarter. The position peaked at $5.86M in Q4 2017. 383 funds tracked by Wall St. Rank hold JBLU as of Q1 2018.

Kaizen Advisory reported no remaining JetBlue position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 50,112 JetBlue shares in Q1 2018, an estimated $5.86M.
Kaizen Advisory first reported a position in JetBlue in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's JetBlue position peaked at $5.86M in Q4 2017.
383 funds tracked by Wall St. Rank held JetBlue as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.