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Doyle Wealth Management’s Jabil JBL Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-2,950
Closed -$93K – 486
2019
Q2 		$93K Buy
+2,950
New +$84.7K 0.01% 272
2019
Q1 		– Sell
-2,950
Closed -$73K – 466
2018
Q4 		$73K Buy
+2,950
New +$72K 0.01% 299

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Doyle Wealth Management's JBL Position: Q3 2019 in Review

Doyle Wealth Management sold out of Jabil (JBL) in Q3 2019, closing a stake of 2,950 shares — an estimated $93K sold.

Doyle Wealth Management first reported a position in JBL in Q4 2018 and held it in 2 quarters. The position peaked at $93K in Q2 2019. 358 funds tracked by Wall St. Rank hold JBL as of Q3 2019.

  • Doyle Wealth Management reported no remaining Jabil position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,950 Jabil shares in Q3 2019, an estimated $93K.
  • Doyle Wealth Management first reported a position in Jabil in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Jabil position peaked at $93K in Q2 2019.
  • 358 funds tracked by Wall St. Rank held Jabil as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.