Squar Milner Financial Services’s JetBlue JBLU Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-500	Closed	-$4K	–	463
2020 Q1	$4K	Hold	500	–	–	﹤0.01%	620
2019 Q4	$9K	Buy	+500	New	+$9.29K	﹤0.01%	593
2019 Q3	–	Sell	-500	Closed	-$9K	–	468
2019 Q2	$9K	Hold	500	–	–	0.01%	534
2019 Q1	$8K	Hold	500	–	–	0.01%	571
2018 Q4	$8K	Hold	500	–	–	0.01%	506
2018 Q3	$10K	Hold	500	–	–	0.01%	492
2018 Q2	$9K	Buy	+500	New	+$9.62K	0.01%	610

Other funds holding JBLU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Squar Milner Financial Services's JBLU Position: Q2 2020 in Review

Squar Milner Financial Services sold out of JetBlue (JBLU) in Q2 2020, closing a stake of 500 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in JBLU in Q2 2018 and held it in 7 quarters. The position peaked at $10K in Q3 2018. 338 funds tracked by Wall St. Rank hold JBLU as of Q2 2020.

Squar Milner Financial Services reported no remaining JetBlue position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 500 JetBlue shares in Q2 2020, an estimated $4K.
Squar Milner Financial Services first reported a position in JetBlue in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's JetBlue position peaked at $10K in Q3 2018.
338 funds tracked by Wall St. Rank held JetBlue as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.