Sageworth Trust’s JetBlue JBLU Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-199	Closed	-$3K	–	566
2021 Q4	$3K	Sell	199 -666	-77%	-$9.79K	﹤0.01%	519
2021 Q3	$13K	Hold	865	–	–	﹤0.01%	477
2021 Q2	$15K	Buy	+865	New	+$16.8K	﹤0.01%	474

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

DSC

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

USGIU

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

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

Sageworth Trust's JBLU Position: Q1 2022 in Review

Sageworth Trust sold out of JetBlue (JBLU) in Q1 2022, closing a stake of 199 shares — an estimated $3K sold.

Sageworth Trust first reported a position in JBLU in Q2 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 397 funds tracked by Wall St. Rank hold JBLU as of Q1 2022.

Sageworth Trust reported no remaining JetBlue position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 199 JetBlue shares in Q1 2022, an estimated $3K.
Sageworth Trust first reported a position in JetBlue in Q2 2021 and held it in 3 quarters.
Sageworth Trust's JetBlue position peaked at $15K in Q2 2021.
397 funds tracked by Wall St. Rank held JetBlue as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.