Winslow Evans & Crocker’s JetBlue JBLU Stock Holding History

Winslow Evans & Crocker’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 Q4	–	Sell	-2,000	Closed	-$23K	–	1338
2020 Q3	$23K	Hold	2,000	–	–	0.01%	600
2020 Q2	$22K	Hold	2,000	–	–	0.01%	596
2020 Q1	$18K	Hold	2,000	–	–	0.01%	591
2019 Q4	$38K	Hold	2,000	–	–	0.01%	548
2019 Q3	$34K	Hold	2,000	–	–	0.01%	565
2019 Q2	$38K	Hold	2,000	–	–	0.01%	567
2019 Q1	$34K	Hold	2,000	–	–	0.01%	572
2018 Q4	$34K	Hold	2,000	–	–	0.01%	528
2018 Q3	$40K	Hold	2,000	–	–	0.01%	529
2018 Q2	$38K	Hold	2,000	–	–	0.01%	549
2018 Q1	$40.6K	Hold	2,000	–	–	0.01%	525
2017 Q4	$44.7K	Hold	2,000	–	–	0.01%	516
2017 Q3	$37.1K	Hold	2,000	–	–	0.01%	542
2017 Q2	$45.7K	Hold	2,000	–	–	0.01%	568
2017 Q1	$41.2K	Hold	2,000	–	–	0.01%	576
2016 Q4	$44.8K	Hold	2,000	–	–	0.01%	558
2016 Q3	$34.5K	Hold	2,000	–	–	0.01%	623
2016 Q2	$33.1K	Hold	2,000	–	–	0.01%	607
2016 Q1	$42.2K	Sell	2,000 -11,450	-85%	-$241K	0.01%	542
2015 Q4	$305K	Buy	13,450 +11,250	+511%	+$280K	0.09%	222
2015 Q3	$56.7K	Hold	2,200	–	–	0.02%	493
2015 Q2	$45.7K	Sell	2,200 -9,776	-82%	-$198K	0.01%	575
2015 Q1	$231K	Buy	11,976 +9,976	+499%	+$170K	0.07%	278
2014 Q4	$31.7K	Hold	2,000	–	–	0.01%	630
2014 Q3	$21.2K	Hold	2,000	–	–	0.01%	728
2014 Q2	$21.7K	Hold	2,000	–	–	0.01%	659
2014 Q1	$17.4K	Hold	2,000	–	–	0.01%	707
2013 Q4	$17K	Buy	+2,000	New	+$15.9K	0.01%	746

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

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

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

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

DGI

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

Winslow Evans & Crocker's JBLU Position: Q4 2020 in Review

Winslow Evans & Crocker sold out of JetBlue (JBLU) in Q4 2020, closing a stake of 2,000 shares — an estimated $23K sold.

Winslow Evans & Crocker first reported a position in JBLU in Q4 2013 and held it in 28 quarters. The position peaked at $305K in Q4 2015. 342 funds tracked by Wall St. Rank hold JBLU as of Q4 2020.

Winslow Evans & Crocker reported no remaining JetBlue position as of Q4 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 2,000 JetBlue shares in Q4 2020, an estimated $23K.
Winslow Evans & Crocker first reported a position in JetBlue in Q4 2013 and held it in 28 quarters.
Winslow Evans & Crocker's JetBlue position peaked at $305K in Q4 2015.
342 funds tracked by Wall St. Rank held JetBlue as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.