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Connectus Wealth’s Jabil JBL Stock Holding History

Connectus Wealth’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
2022
Q3 		– Sell
-23,681
Closed -$1.21M – 522
2022
Q2 		$1.21M Buy
23,681
+9,234
+64% +$535K 0.03% 251
2022
Q1 		$1.02M Sell
14,447
-2,225
-13% -$137K 0.03% 243
2021
Q4 		$1.18M Buy
+16,672
New +$1.05M 0.05% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Connectus Wealth's JBL Position: Q3 2022 in Review

Connectus Wealth sold out of Jabil (JBL) in Q3 2022, closing a stake of 23,681 shares — an estimated $1.21M sold.

Connectus Wealth first reported a position in JBL in Q4 2021 and held it in 3 quarters. The position peaked at $1.21M in Q2 2022. 456 funds tracked by Wall St. Rank hold JBL as of Q3 2022.

  • Connectus Wealth reported no remaining Jabil position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 23,681 Jabil shares in Q3 2022, an estimated $1.21M.
  • Connectus Wealth first reported a position in Jabil in Q4 2021 and held it in 3 quarters.
  • Connectus Wealth's Jabil position peaked at $1.21M in Q2 2022.
  • 456 funds tracked by Wall St. Rank held Jabil as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.