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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
2021
Q1 		– Sell
-900
Closed -$3K – 192
2020
Q4 		$3K Sell
900
-700
-44% -$9.61K ﹤0.01% 183
2020
Q3 		$3K Buy
+1,600
New +$18K ﹤0.01% 152

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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.