Berman Capital Advisors’s Jabil JBL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$9K	Buy	166 +50	+43%	+$2.97K	﹤0.01%	1222
2021 Q2	$6K	Hold	116	–	–	﹤0.01%	1294
2021 Q1	$6K	Hold	116	–	–	﹤0.01%	1215
2020 Q4	$4K	Buy	116 +12	+12%	+$455	﹤0.01%	1221
2020 Q3	$3K	Sell	104 -23	-18%	-$769	﹤0.01%	1201
2020 Q2	$4K	Hold	127	–	–	﹤0.01%	1061
2020 Q1	$3K	Hold	127	–	–	﹤0.01%	1036
2019 Q4	$5K	Hold	127	–	–	﹤0.01%	975
2019 Q3	$4K	Hold	127	–	–	﹤0.01%	1007
2019 Q2	$4K	Buy	127 +119	+1,488%	+$3.42K	﹤0.01%	1022
2019 Q1	$0	Hold	8	–	–	﹤0.01%	1402
2018 Q4	$0	Buy	+8	New	+$195	﹤0.01%	1187

Other funds holding JBL

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Berman Capital Advisors's JBL Position: Q3 2021 in Review

Berman Capital Advisors increased its Jabil (JBL) stake by 43% in Q3 2021, buying an estimated $2.97K and bringing the position to 166 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Berman Capital Advisors first reported a position in JBL in Q4 2018 and has held it in 12 quarters since. 382 funds tracked by Wall St. Rank hold JBL as of Q3 2021.

Berman Capital Advisors held 166 shares of Jabil worth $9K as of Q3 2021.
Berman Capital Advisors bought 50 Jabil shares in Q3 2021, an estimated $2.97K.
Jabil made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1222 holding.
Berman Capital Advisors first reported a position in Jabil in Q4 2018 and has held it in 12 quarters since.
382 funds tracked by Wall St. Rank held Jabil as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.