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Disciplined Investments’s Jabil JBL Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-34
Closed -$3.67K – 832
2023
Q2 		$3.67K Sell
34
-2
-6% -$176 ﹤0.01% 474
2023
Q1 		$3.17K Buy
36
+2
+6% +$161 ﹤0.01% 513
2022
Q4 		$2.32K Sell
34
-3
-8% -$198 ﹤0.01% 578
2022
Q3 		$2K Buy
37
+4
+12% +$233 ﹤0.01% 658
2022
Q2 		$2K Buy
33
+5
+18% +$290 ﹤0.01% 674
2022
Q1 		$2K Buy
+28
New +$1.73K ﹤0.01% 717

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's JBL Position: Q3 2023 in Review

Disciplined Investments sold out of Jabil (JBL) in Q3 2023, closing a stake of 34 shares — an estimated $3.67K sold.

Disciplined Investments first reported a position in JBL in Q1 2022 and held it in 6 quarters. The position peaked at $3.67K in Q2 2023. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

  • Disciplined Investments reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 34 Jabil shares in Q3 2023, an estimated $3.67K.
  • Disciplined Investments first reported a position in Jabil in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Jabil position peaked at $3.67K in Q2 2023.
  • 626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.