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CSat Investment Advisory’s Jabil JBL Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-905
Closed -$31K – 744
2020
Q3 		$31K Buy
905
+119
+15% +$3.98K ﹤0.01% 756
2020
Q2 		$25K Buy
786
+244
+45% +$7.02K ﹤0.01% 785
2020
Q1 		$13K Buy
542
+94
+21% +$3.28K ﹤0.01% 828
2019
Q4 		$19K Buy
448
+63
+16% +$2.42K 0.01% 798
2019
Q3 		$14K Buy
385
+54
+16% +$1.63K ﹤0.01% 813
2019
Q2 		$10K Buy
+331
New +$9.5K ﹤0.01% 880

Other funds holding JBL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CSat Investment Advisory's JBL Position: Q4 2020 in Review

CSat Investment Advisory sold out of Jabil (JBL) in Q4 2020, closing a stake of 905 shares — an estimated $31K sold.

CSat Investment Advisory first reported a position in JBL in Q2 2019 and held it in 6 quarters. The position peaked at $31K in Q3 2020. 354 funds tracked by Wall St. Rank hold JBL as of Q4 2020.

  • CSat Investment Advisory reported no remaining Jabil position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 905 Jabil shares in Q4 2020, an estimated $31K.
  • CSat Investment Advisory first reported a position in Jabil in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Jabil position peaked at $31K in Q3 2020.
  • 354 funds tracked by Wall St. Rank held Jabil as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.