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Cooper Financial Group’s Jabil JBL Stock Holding History

Cooper Financial Group’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
-1,788
Closed -$240K – 384
2024
Q1 		$240K Sell
1,788
-20
-1% -$2.69K 0.04% 319
2023
Q4 		$230K Sell
1,808
-137
-7% -$17.4K 0.04% 316
2023
Q3 		$247K Sell
1,945
-336
-15% -$36.7K 0.06% 277
2023
Q2 		$246K Buy
+2,281
New +$201K 0.06% 278

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

Cooper Financial Group's JBL Position: Q2 2024 in Review

Cooper Financial Group sold out of Jabil (JBL) in Q2 2024, closing a stake of 1,788 shares — an estimated $240K sold.

Cooper Financial Group first reported a position in JBL in Q2 2023 and held it in 4 quarters. The position peaked at $247K in Q3 2023. 683 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • Cooper Financial Group reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • Cooper Financial Group sold 1,788 Jabil shares in Q2 2024, an estimated $240K.
  • Cooper Financial Group first reported a position in Jabil in Q2 2023 and held it in 4 quarters.
  • Cooper Financial Group's Jabil position peaked at $247K in Q3 2023.
  • 683 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on Cooper Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.