Optimum Investment Advisors’s JB Hunt Transport Services JBHT Stock Holding History

Optimum Investment Advisors’s Portfolio JBHT Stock Details JBHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-600	Closed	-$113K	–	693
2023 Q3	$113K	Hold	600	–	–	0.06%	249
2023 Q2	$109K	Hold	600	–	–	0.05%	260
2023 Q1	$105K	Hold	600	–	–	0.06%	260
2022 Q4	$105K	Hold	600	–	–	0.06%	260
2022 Q3	$94K	Hold	600	–	–	0.05%	286
2022 Q2	$94K	Hold	600	–	–	0.05%	296
2022 Q1	$120K	Hold	600	–	–	0.05%	295
2021 Q4	$123K	Hold	600	–	–	0.05%	308
2021 Q3	$100K	Sell	600 -300	-33%	-$51.2K	0.04%	326
2021 Q2	$147K	Hold	900	–	–	0.05%	320
2021 Q1	$151K	Buy	900 +300	+50%	+$45.1K	0.04%	314
2020 Q4	$82K	Hold	600	–	–	0.02%	393
2020 Q3	$76K	Hold	600	–	–	0.03%	375
2020 Q2	$72K	Sell	600 -100	-14%	-$10.8K	0.03%	370
2020 Q1	$65K	Hold	700	–	–	0.03%	374
2019 Q4	$82K	Hold	700	–	–	0.02%	426
2019 Q3	$77K	Hold	700	–	–	0.02%	422
2019 Q2	$64K	Hold	700	–	–	0.02%	459
2019 Q1	$71K	Hold	700	–	–	0.02%	441
2018 Q4	$65K	Hold	700	–	–	0.02%	419
2018 Q3	$83K	Hold	700	–	–	0.02%	432
2018 Q2	$85K	Hold	700	–	–	0.02%	426
2018 Q1	$82K	Buy	+700	New	+$83.7K	0.02%	443

Other funds holding JBHT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Optimum Investment Advisors's JBHT Position: Q4 2023 in Review

Optimum Investment Advisors sold out of JB Hunt Transport Services (JBHT) in Q4 2023, closing a stake of 600 shares — an estimated $113K sold.

Optimum Investment Advisors first reported a position in JBHT in Q1 2018 and held it in 23 quarters. The position peaked at $151K in Q1 2021. 614 funds tracked by Wall St. Rank hold JBHT as of Q4 2023.

Optimum Investment Advisors reported no remaining JB Hunt Transport Services position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 600 JB Hunt Transport Services shares in Q4 2023, an estimated $113K.
Optimum Investment Advisors first reported a position in JB Hunt Transport Services in Q1 2018 and held it in 23 quarters.
Optimum Investment Advisors's JB Hunt Transport Services position peaked at $151K in Q1 2021.
614 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.