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Scopia Capital Management’s JetBlue JBLU Stock Holding History

Scopia Capital Management’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
2013
Q4 		– Sell
-8,607,153
Closed -$57.3M – 39
2013
Q3 		$57.3M Sell
8,607,153
-762,853
-8% -$4.93M 1.71% 22
2013
Q2 		$58.9M Buy
+9,370,006
New +$61.3M 1.65% 23

Other funds holding JBLU

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Scopia Capital Management's JBLU Position: Q4 2013 in Review

Scopia Capital Management sold out of JetBlue (JBLU) in Q4 2013, closing a stake of 8,607,153 shares — an estimated $57.3M sold.

Scopia Capital Management first reported a position in JBLU in Q2 2013 and held it in 2 quarters. The position peaked at $58.9M in Q2 2013. 248 funds tracked by Wall St. Rank hold JBLU as of Q4 2013.

  • Scopia Capital Management reported no remaining JetBlue position as of Q4 2013 after selling out during the quarter.
  • Scopia Capital Management sold 8,607,153 JetBlue shares in Q4 2013, an estimated $57.3M.
  • Scopia Capital Management first reported a position in JetBlue in Q2 2013 and held it in 2 quarters.
  • Scopia Capital Management's JetBlue position peaked at $58.9M in Q2 2013.
  • 248 funds tracked by Wall St. Rank held JetBlue as of Q4 2013.

Based on Scopia Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.