AWM
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Atticus Wealth Management’s Jabil JBL Stock Holding History

Atticus Wealth Management’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-136
Closed -$7K – 591
2022
Q3 		$7K Hold
136
– – ﹤0.01% 404
2022
Q2 		$7K Sell
136
-60
-31% -$3.48K ﹤0.01% 435
2022
Q1 		$12K Hold
196
– – ﹤0.01% 389
2021
Q4 		$14K Sell
196
-645
-77% -$40.8K 0.01% 336
2021
Q3 		$49K Buy
841
+781
+1,302% +$46.4K 0.02% 237
2021
Q2 		$3K Buy
+60
New +$3.3K ﹤0.01% 342

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return