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Cassady Schiller Wealth Management’s Jabil JBL Stock Holding History

Cassady Schiller 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
Q4 		$1.44K Buy
+10
New +$1.31K ﹤0.01% 683

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cassady Schiller Wealth Management's JBL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Jabil (JBL) in Q4 2024: 10 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

777 funds tracked by Wall St. Rank hold JBL as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of Jabil worth $1.44K as of Q4 2024.
  • Jabil was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Jabil made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #683 holding.
  • 777 funds tracked by Wall St. Rank held Jabil as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.