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Concourse Financial Group Securities’s Jabil JBL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-575
Closed -$97.2K – 1109
2024
Q4 		$97.2K Buy
575
+320
+125% +$42K 0.01% 953
2024
Q3 		$30.6K Buy
255
+154
+152% +$16.7K ﹤0.01% 1381
2024
Q2 		$11K Sell
101
-264
-72% -$32K ﹤0.01% 1666
2024
Q1 		$48.9K Sell
365
-8
-2% -$1.07K ﹤0.01% 1192
2023
Q4 		$47.5K Buy
373
+49
+15% +$6.24K ﹤0.01% 1155
2023
Q3 		$41.1K Buy
324
+79
+32% +$8.64K ﹤0.01% 1148
2023
Q2 		$26.4K Sell
245
-409
-63% -$36K ﹤0.01% 1355
2023
Q1 		$57.7K Buy
654
+377
+136% +$30.4K ﹤0.01% 1040
2022
Q4 		$18.9K Buy
277
+77
+39% +$5.09K ﹤0.01% 1487
2022
Q3 		$12K Sell
200
-40
-17% -$2.33K ﹤0.01% 1437
2022
Q2 		$12K Hold
240
– – ﹤0.01% 1606
2022
Q1 		$15K Hold
240
– – ﹤0.01% 1567
2021
Q4 		$17K Buy
240
+30
+14% +$1.9K ﹤0.01% 1699
2021
Q3 		$12K Hold
210
– – ﹤0.01% 1834
2021
Q2 		$12K Hold
210
– – ﹤0.01% 1804
2021
Q1 		$11K Buy
210
+5
+2% +$228 ﹤0.01% 1742
2020
Q4 		$9K Hold
205
– – ﹤0.01% 1720
2020
Q3 		$7K Hold
205
– – ﹤0.01% 1688
2020
Q2 		$7K Sell
205
-55
-21% -$1.58K ﹤0.01% 1593
2020
Q1 		$6K Buy
260
+25
+11% +$872 ﹤0.01% 1601
2019
Q4 		$10K Buy
+235
New +$9.02K ﹤0.01% 1437

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concourse Financial Group Securities's JBL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Jabil (JBL) in Q1 2025, closing a stake of 575 shares — an estimated $97.2K sold.

Concourse Financial Group Securities first reported a position in JBL in Q4 2019 and held it in 21 quarters. The position peaked at $97.2K in Q4 2024. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 575 Jabil shares in Q1 2025, an estimated $97.2K.
  • Concourse Financial Group Securities first reported a position in Jabil in Q4 2019 and held it in 21 quarters.
  • Concourse Financial Group Securities's Jabil position peaked at $97.2K in Q4 2024.
  • 780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.