Kula Investments’s JetBlue JBLU Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-48,999	Closed	-$318K	–	731
2022 Q4	$318K	Buy	+48,999	New	+$358K	0.09%	371

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

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

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

DSC

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Kula Investments's JBLU Position: Q1 2023 in Review

Kula Investments sold out of JetBlue (JBLU) in Q1 2023, closing a stake of 48,999 shares — an estimated $318K sold.

Kula Investments first reported a position in JBLU in Q4 2022 and held it in 1 quarter. The position peaked at $318K in Q4 2022. 336 funds tracked by Wall St. Rank hold JBLU as of Q1 2023.

Kula Investments reported no remaining JetBlue position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 48,999 JetBlue shares in Q1 2023, an estimated $318K.
Kula Investments first reported a position in JetBlue in Q4 2022 and held it in 1 quarter.
Kula Investments's JetBlue position peaked at $318K in Q4 2022.
336 funds tracked by Wall St. Rank held JetBlue as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.