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Steward Financial Group’s JetBlue JBLU Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+243
New +$1.6K ﹤0.01% 1177
2022
Q3 		– Sell
-152
Closed -$1K – 704
2022
Q2 		$1K Buy
+152
New +$1.63K ﹤0.01% 775

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's JBLU Position: Q3 2023 in Review

Steward Financial Group opened a new position in JetBlue (JBLU) in Q3 2023: 243 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in JBLU as recently as Q2 2022.

Steward Financial Group first reported a position in JBLU in Q2 2022 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold JBLU as of Q3 2023.

  • Steward Financial Group held 243 shares of JetBlue worth $1K as of Q3 2023.
  • JetBlue was a new Steward Financial Group position in Q3 2023.
  • JetBlue made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1177 holding.
  • Steward Financial Group first reported a position in JetBlue in Q2 2022 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held JetBlue as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.