Empower Advisory Group
JBL icon

Empower Advisory Group’s Jabil JBL Stock Holding History

Empower Advisory 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
Q1 		– Sell
-2,491
Closed -$317K – 506
2023
Q4 		$317K Buy
2,491
+261
+12% +$33.2K ﹤0.01% 384
2023
Q3 		$283K Buy
+2,230
New +$244K ﹤0.01% 393

Other funds holding JBL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Empower Advisory Group's JBL Position: Q1 2024 in Review

Empower Advisory Group sold out of Jabil (JBL) in Q1 2024, closing a stake of 2,491 shares — an estimated $317K sold.

Empower Advisory Group first reported a position in JBL in Q3 2023 and held it in 2 quarters. The position peaked at $317K in Q4 2023. 681 funds tracked by Wall St. Rank hold JBL as of Q1 2024.

  • Empower Advisory Group reported no remaining Jabil position as of Q1 2024 after selling out during the quarter.
  • Empower Advisory Group sold 2,491 Jabil shares in Q1 2024, an estimated $317K.
  • Empower Advisory Group first reported a position in Jabil in Q3 2023 and held it in 2 quarters.
  • Empower Advisory Group's Jabil position peaked at $317K in Q4 2023.
  • 681 funds tracked by Wall St. Rank held Jabil as of Q1 2024.

Based on Empower Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.