Private Ocean’s JetBlue JBLU Stock Holding History

Private Ocean’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
2024 Q2	–	Sell	-157	Closed	-$1.17K	–	656
2024 Q1	$1.17K	Buy	157 +137	+685%	+$850	﹤0.01%	471
2023 Q4	$111	Buy	+20	New	+$94	﹤0.01%	504
2018 Q1	–	Sell	-78	Closed	-$2K	–	461
2017 Q4	$2K	Buy	+78	New	+$1.59K	﹤0.01%	359

Other funds holding JBLU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Ocean's JBLU Position: Q2 2024 in Review

Private Ocean sold out of JetBlue (JBLU) in Q2 2024, closing a stake of 157 shares — an estimated $1.17K sold.

Private Ocean first reported a position in JBLU in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 335 funds tracked by Wall St. Rank hold JBLU as of Q2 2024.

Private Ocean reported no remaining JetBlue position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 157 JetBlue shares in Q2 2024, an estimated $1.17K.
Private Ocean first reported a position in JetBlue in Q4 2017 and held it in 3 quarters.
Private Ocean's JetBlue position peaked at $2K in Q4 2017.
335 funds tracked by Wall St. Rank held JetBlue as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.