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Carroll Financial Associates’s Jabil JBL Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-9
Closed -$495 – 1766
2021
Q1 		$0 Buy
+9
New +$410 ﹤0.01% 1690
2019
Q2 		– Sell
-52
Closed -$1K – 1632
2019
Q1 		$1K Sell
52
-42
-45% -$1.12K ﹤0.01% 1306
2018
Q4 		$2K Hold
94
– – ﹤0.01% 1176
2018
Q3 		$2K Buy
94
+52
+124% +$1.49K ﹤0.01% 1193
2018
Q2 		$1K Hold
42
– – ﹤0.01% 1209
2018
Q1 		$1K Buy
+42
New +$1.14K ﹤0.01% 1195

Other funds holding JBL

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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 $3.52B AUM 52.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Carroll Financial Associates's JBL Position: Q2 2021 in Review

Carroll Financial Associates sold out of Jabil (JBL) in Q2 2021, closing a stake of 9 shares — an estimated $495 sold.

Carroll Financial Associates first reported a position in JBL in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2018. 362 funds tracked by Wall St. Rank hold JBL as of Q2 2021.

  • Carroll Financial Associates reported no remaining Jabil position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 9 Jabil shares in Q2 2021, an estimated $495.
  • Carroll Financial Associates first reported a position in Jabil in Q1 2018 and held it in 6 quarters.
  • Carroll Financial Associates's Jabil position peaked at $2K in Q4 2018.
  • 362 funds tracked by Wall St. Rank held Jabil as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.