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Zullo Investment Group’s JetBlue JBLU Stock Holding History

Zullo Investment 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
Q1 		– Sell
-2,000
Closed -$13K – 439
2022
Q4 		$13K Hold
2,000
– – 0.01% 456
2022
Q3 		$13K Hold
2,000
– – 0.01% 452
2022
Q2 		$17K Hold
2,000
– – 0.01% 421
2022
Q1 		$30K Buy
2,000
+100
+5% +$1.45K 0.02% 366
2021
Q4 		$27K Buy
+1,900
New +$27.9K 0.01% 386

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Zullo Investment Group's JBLU Position: Q1 2023 in Review

Zullo Investment Group sold out of JetBlue (JBLU) in Q1 2023, closing a stake of 2,000 shares — an estimated $13K sold.

Zullo Investment Group first reported a position in JBLU in Q4 2021 and held it in 5 quarters. The position peaked at $30K in Q1 2022. 336 funds tracked by Wall St. Rank hold JBLU as of Q1 2023.

  • Zullo Investment Group reported no remaining JetBlue position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,000 JetBlue shares in Q1 2023, an estimated $13K.
  • Zullo Investment Group first reported a position in JetBlue in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's JetBlue position peaked at $30K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held JetBlue as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.