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McElhenny Sheffield Capital Management’s Joby Aviation JOBY Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-93,993
Closed -$2.79M – 359
2022
Q4 		$2.79M Buy
+93,993
New +$381K 1.29% 13

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return

McElhenny Sheffield Capital Management's JOBY Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Joby Aviation (JOBY) in Q1 2023, closing a stake of 93,993 shares — an estimated $2.79M sold.

McElhenny Sheffield Capital Management first reported a position in JOBY in Q4 2022 and held it in 1 quarter. The position peaked at $2.79M in Q4 2022. 178 funds tracked by Wall St. Rank hold JOBY as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Joby Aviation position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 93,993 Joby Aviation shares in Q1 2023, an estimated $2.79M.
  • McElhenny Sheffield Capital Management first reported a position in Joby Aviation in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Joby Aviation position peaked at $2.79M in Q4 2022.
  • 178 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.