Moody Aldrich Partners’s JetBlue JBLU Stock Holding History

Moody Aldrich Partners’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
2022 Q2	–	Sell	-266,957	Closed	-$3.99M	–	156
2022 Q1	$3.99M	Sell	266,957 -193,424	-42%	-$2.8M	0.56%	64
2021 Q4	$6.56M	Sell	460,381 -120,863	-21%	-$1.78M	0.91%	52
2021 Q3	$8.89M	Buy	581,244 +80,577	+16%	+$1.24M	1.13%	29
2021 Q2	$8.4M	Buy	500,667 +111,507	+29%	+$2.16M	1.18%	27
2021 Q1	$7.92M	Buy	+389,160	New	+$6.74M	1.14%	28

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

USGIU

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

DSC

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

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

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

Moody Aldrich Partners's JBLU Position: Q2 2022 in Review

Moody Aldrich Partners sold out of JetBlue (JBLU) in Q2 2022, closing a stake of 266,957 shares — an estimated $3.99M sold.

Moody Aldrich Partners first reported a position in JBLU in Q1 2021 and held it in 5 quarters. The position peaked at $8.89M in Q3 2021. 376 funds tracked by Wall St. Rank hold JBLU as of Q2 2022.

Moody Aldrich Partners reported no remaining JetBlue position as of Q2 2022 after selling out during the quarter.
Moody Aldrich Partners sold 266,957 JetBlue shares in Q2 2022, an estimated $3.99M.
Moody Aldrich Partners first reported a position in JetBlue in Q1 2021 and held it in 5 quarters.
Moody Aldrich Partners's JetBlue position peaked at $8.89M in Q3 2021.
376 funds tracked by Wall St. Rank held JetBlue as of Q2 2022.

Based on Moody Aldrich Partners's 13F filing for Q2 2022, filed 18 Jul 2022.