Simplicity Solutions’s JB Hunt Transport Services JBHT Stock Holding History

Simplicity Solutions’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	$237K	Sell	1,188 -84	-7%	-$15.6K	0.01%	916
2023 Q3	$240K	Sell	1,272 -132	-9%	-$25.4K	0.01%	836
2023 Q2	$254K	Sell	1,404 -26	-2%	-$4.52K	0.01%	890
2023 Q1	$251K	Buy	+1,430	New	+$260K	0.01%	921
2022 Q2	–	Sell	-1,222	Closed	-$245K	–	668
2022 Q1	$245K	Buy	+1,222	New	+$244K	0.03%	539
2017 Q3	–	Sell	-2,293	Closed	-$210K	–	295
2017 Q2	$210K	Buy	2,293 +85	+4%	+$7.51K	0.02%	388
2017 Q1	$203K	Sell	2,208 -323	-13%	-$31.3K	0.03%	383
2016 Q4	$246K	Buy	+2,531	New	+$225K	0.06%	289
2016 Q1	–	Sell	-3,062	Closed	-$225K	–	353
2015 Q4	$225K	Buy	+3,062	New	+$230K	0.03%	580

Other funds holding JBHT

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Simplicity Solutions's JBHT Position: Q4 2023 in Review

Simplicity Solutions reduced its JB Hunt Transport Services (JBHT) stake by 6.6% in Q4 2023, selling an estimated $15.6K and leaving 1,188 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #916.

Simplicity Solutions first reported a position in JBHT in Q4 2015 and has held it in 9 quarters since. The position peaked at $254K in Q2 2023. 613 funds tracked by Wall St. Rank hold JBHT as of Q4 2023.

Simplicity Solutions held 1,188 shares of JB Hunt Transport Services worth $237K as of Q4 2023.
Simplicity Solutions sold 84 JB Hunt Transport Services shares in Q4 2023, an estimated $15.6K.
JB Hunt Transport Services made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #916 holding.
Simplicity Solutions first reported a position in JB Hunt Transport Services in Q4 2015 and has held it in 9 quarters since.
Simplicity Solutions's JB Hunt Transport Services position peaked at $254K in Q2 2023.
613 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.