Northwest & Ethical Investments’s JetBlue JBLU Stock Holding History

Northwest & Ethical 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
2018 Q4	–	Sell	-4,200	Closed	-$81.3K	–	390
2018 Q3	$81.3K	Sell	4,200 -3,700	-47%	-$70.2K	0.01%	338
2018 Q2	$150K	Hold	7,900	–	–	0.01%	333
2018 Q1	$161K	Buy	7,900 +1,700	+27%	+$36.1K	0.01%	329
2017 Q4	$139K	Hold	6,200	–	–	0.01%	328
2017 Q3	$115K	Buy	6,200 +300	+5%	+$6.29K	0.01%	339
2017 Q2	$107K	Buy	5,900 +2,000	+51%	+$44K	0.01%	337
2017 Q1	$80.4K	Hold	3,900	–	–	0.01%	360
2016 Q4	$87.4K	Buy	+3,900	New	+$77K	0.01%	352

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DSC

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northwest & Ethical Investments's JBLU Position: Q4 2018 in Review

Northwest & Ethical Investments sold out of JetBlue (JBLU) in Q4 2018, closing a stake of 4,200 shares — an estimated $81.3K sold.

Northwest & Ethical Investments first reported a position in JBLU in Q4 2016 and held it in 8 quarters. The position peaked at $161K in Q1 2018. 360 funds tracked by Wall St. Rank hold JBLU as of Q4 2018.

Northwest & Ethical Investments reported no remaining JetBlue position as of Q4 2018 after selling out during the quarter.
Northwest & Ethical Investments sold 4,200 JetBlue shares in Q4 2018, an estimated $81.3K.
Northwest & Ethical Investments first reported a position in JetBlue in Q4 2016 and held it in 8 quarters.
Northwest & Ethical Investments's JetBlue position peaked at $161K in Q1 2018.
360 funds tracked by Wall St. Rank held JetBlue as of Q4 2018.

Based on Northwest & Ethical Investments's 13F filing for Q4 2018, filed 8 Jul 2025.