EWM
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Evermay Wealth Management’s Jabil JBL Stock Holding History

Evermay 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
2024
Q3 		– Sell
-858
Closed -$93.3K – 608
2024
Q2 		$93.3K Hold
858
– – 0.02% 276
2024
Q1 		$115K Hold
858
– – 0.02% 262
2023
Q4 		$109K Buy
+858
New +$109K 0.02% 249

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Evermay Wealth Management's JBL Position: Q3 2024 in Review

Evermay Wealth Management sold out of Jabil (JBL) in Q3 2024, closing a stake of 858 shares — an estimated $93.3K sold.

Evermay Wealth Management first reported a position in JBL in Q4 2023 and held it in 3 quarters. The position peaked at $115K in Q1 2024. 700 funds tracked by Wall St. Rank hold JBL as of Q3 2024.

  • Evermay Wealth Management reported no remaining Jabil position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 858 Jabil shares in Q3 2024, an estimated $93.3K.
  • Evermay Wealth Management first reported a position in Jabil in Q4 2023 and held it in 3 quarters.
  • Evermay Wealth Management's Jabil position peaked at $115K in Q1 2024.
  • 700 funds tracked by Wall St. Rank held Jabil as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.