EDRH
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Edmond de Rothschild Holding’s Jabil JBL Stock Holding History

Edmond de Rothschild Holding’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
2025
Q1 		– Sell
-1,240
Closed -$178K – 607
2024
Q4 		$178K Hold
1,240
– – ﹤0.01% 414
2024
Q3 		$149K Sell
1,240
-1,938
-61% -$211K ﹤0.01% 438
2024
Q2 		$346K Buy
3,178
+1,938
+156% +$235K 0.01% 381
2024
Q1 		$166K Hold
1,240
– – ﹤0.01% 440
2023
Q4 		$158K Hold
1,240
– – ﹤0.01% 456
2023
Q3 		$157K Hold
1,240
– – ﹤0.01% 440
2023
Q2 		$134K Sell
1,240
-1,784
-59% -$157K ﹤0.01% 470
2023
Q1 		$267K Sell
3,024
-8,403
-74% -$677K 0.01% 416
2022
Q4 		$779K Sell
11,427
-1,615
-12% -$107K 0.02% 340
2022
Q3 		$753K Hold
13,042
– – 0.02% 341
2022
Q2 		$668K Buy
13,042
+11,392
+690% +$660K 0.02% 369
2022
Q1 		$34K Buy
+1,650
New +$102K ﹤0.01% 711

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return