BBPWM
JBL icon

Blue Bell Private Wealth Management’s Jabil JBL Stock Holding History

Blue Bell Private 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
2024
Q2 		– Sell
-179
Closed -$24K – 726
2024
Q1 		$24K Hold
179
– – 0.01% 444
2023
Q4 		$22.8K Hold
179
– – 0.01% 419
2023
Q3 		$22.7K Hold
179
– – 0.01% 345
2023
Q2 		$19.3K Buy
179
+29
+19% +$2.55K 0.01% 355
2023
Q1 		$13.2K Hold
150
– – ﹤0.01% 353
2022
Q4 		$10.2K Hold
150
– – ﹤0.01% 376
2022
Q3 		$9K Hold
150
– – ﹤0.01% 387
2022
Q2 		$8K Hold
150
– – ﹤0.01% 422
2022
Q1 		$9K Hold
150
– – ﹤0.01% 434
2021
Q4 		$11K Buy
+150
New +$9.48K ﹤0.01% 389

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Bell Private Wealth Management's JBL Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of Jabil (JBL) in Q2 2024, closing a stake of 179 shares — an estimated $24K sold.

Blue Bell Private Wealth Management first reported a position in JBL in Q4 2021 and held it in 10 quarters. The position peaked at $24K in Q1 2024. 683 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • Blue Bell Private Wealth Management reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 179 Jabil shares in Q2 2024, an estimated $24K.
  • Blue Bell Private Wealth Management first reported a position in Jabil in Q4 2021 and held it in 10 quarters.
  • Blue Bell Private Wealth Management's Jabil position peaked at $24K in Q1 2024.
  • 683 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.