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Means Investment Company’s JetBlue JBLU Stock Holding History

Means Investment Company’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
Q2 		– Sell
-12,200
Closed -$88.8K – 199
2023
Q1 		$88.8K Sell
12,200
-3,803
-24% -$30K 0.02% 192
2022
Q4 		$104K Sell
16,003
-20,276
-56% -$148K 0.02% 192
2022
Q3 		$241K Hold
36,279
– – 0.05% 173
2022
Q2 		$304K Sell
36,279
-2,682
-7% -$28.7K 0.06% 152
2022
Q1 		$582K Sell
38,961
-11,000
-22% -$159K 0.11% 108
2021
Q4 		$711K Sell
49,961
-3,529
-7% -$51.9K 0.13% 98
2021
Q3 		$818K Buy
53,490
+1,148
+2% +$17.6K 0.16% 88
2021
Q2 		$878K Buy
52,342
+164
+0.3% +$3.18K 0.18% 83
2021
Q1 		$1.06M Buy
52,178
+4,152
+9% +$72K 0.24% 73
2020
Q4 		$793K Buy
48,026
+8,253
+21% +$113K 0.18% 82
2020
Q3 		$491K Buy
39,773
+15,483
+64% +$174K 0.13% 91
2020
Q2 		$284K Buy
24,290
+8,531
+54% +$84K 0.09% 117
2020
Q1 		$124K Buy
+15,759
New +$261K 0.05% 131

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Means Investment Company's JBLU Position: Q2 2023 in Review

Means Investment Company sold out of JetBlue (JBLU) in Q2 2023, closing a stake of 12,200 shares — an estimated $88.8K sold.

Means Investment Company first reported a position in JBLU in Q1 2020 and held it in 13 quarters. The position peaked at $1.06M in Q1 2021. 339 funds tracked by Wall St. Rank hold JBLU as of Q2 2023.

  • Means Investment Company reported no remaining JetBlue position as of Q2 2023 after selling out during the quarter.
  • Means Investment Company sold 12,200 JetBlue shares in Q2 2023, an estimated $88.8K.
  • Means Investment Company first reported a position in JetBlue in Q1 2020 and held it in 13 quarters.
  • Means Investment Company's JetBlue position peaked at $1.06M in Q1 2021.
  • 339 funds tracked by Wall St. Rank held JetBlue as of Q2 2023.

Based on Means Investment Company's 13F filing for Q2 2023, filed 31 Jul 2023.