Kelly Financial Services’s JetBlue JBLU Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-308	Closed	-$1.88K	–	446
2024 Q2	$1.88K	Hold	308	–	–	﹤0.01%	593
2024 Q1	$2.29K	Buy	308 +103	+50%	+$639	﹤0.01%	583
2023 Q4	$1.14K	Sell	205 -115	-36%	-$539	﹤0.01%	643
2023 Q3	$1.47K	Hold	320	–	–	﹤0.01%	577
2023 Q2	$2.83K	Buy	320 +115	+56%	+$836	﹤0.01%	520
2023 Q1	$1.49K	Hold	205	–	–	﹤0.01%	551
2022 Q4	$1.33K	Hold	205	–	–	﹤0.01%	540
2022 Q3	$1.36K	Hold	205	–	–	﹤0.01%	546
2022 Q2	$1.72K	Hold	205	–	–	﹤0.01%	513
2022 Q1	$3.06K	Hold	205	–	–	﹤0.01%	481
2021 Q4	$2.92K	Hold	205	–	–	﹤0.01%	498
2021 Q3	$3.13K	Sell	205 -3,235	-94%	-$49.6K	﹤0.01%	472
2021 Q2	$205K	Buy	3,440 +3,235	+1,578%	+$62.7K	0.01%	296
2021 Q1	$4.17K	Hold	205	–	–	﹤0.01%	426
2020 Q4	$2.98K	Hold	205	–	–	﹤0.01%	428
2020 Q3	$2.32K	Sell	205 -250	-55%	-$2.81K	﹤0.01%	419
2020 Q2	$4.96K	Buy	455 +350	+333%	+$3.45K	﹤0.01%	335
2020 Q1	$940	Hold	105	–	–	﹤0.01%	469
2019 Q4	$1.97K	Hold	105	–	–	﹤0.01%	417
2019 Q3	$1.76K	Hold	105	–	–	﹤0.01%	411
2019 Q2	$1.94K	Hold	105	–	–	﹤0.01%	378
2019 Q1	$1.72K	Buy	+105	New	+$1.8K	﹤0.01%	386

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

American Century Companies

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

Geode Capital Management

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