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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 $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atticus Wealth Management's JBL Position: Q4 2022 in Review

Atticus Wealth Management sold out of Jabil (JBL) in Q4 2022, closing a stake of 136 shares — an estimated $7K sold.

Atticus Wealth Management first reported a position in JBL in Q2 2021 and held it in 6 quarters. The position peaked at $49K in Q3 2021. 515 funds tracked by Wall St. Rank hold JBL as of Q4 2022.

  • Atticus Wealth Management reported no remaining Jabil position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 136 Jabil shares in Q4 2022, an estimated $7K.
  • Atticus Wealth Management first reported a position in Jabil in Q2 2021 and held it in 6 quarters.
  • Atticus Wealth Management's Jabil position peaked at $49K in Q3 2021.
  • 515 funds tracked by Wall St. Rank held Jabil as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.