Fiduciary Alliance’s Jabil JBL Stock Holding History

Fiduciary Alliance’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	-242	Closed	-$26.1K	–	571
2023 Q2	$26.1K	Buy	+242	New	+$21.3K	0.01%	407
2023 Q1	–	Sell	-175	Closed	-$11.9K	–	511
2022 Q4	$11.9K	Buy	+175	New	+$11.6K	﹤0.01%	383

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fiduciary Alliance's JBL Position: Q3 2023 in Review

Fiduciary Alliance sold out of Jabil (JBL) in Q3 2023, closing a stake of 242 shares — an estimated $26.1K sold.

Fiduciary Alliance first reported a position in JBL in Q4 2022 and held it in 2 quarters. The position peaked at $26.1K in Q2 2023. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

Fiduciary Alliance reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 242 Jabil shares in Q3 2023, an estimated $26.1K.
Fiduciary Alliance first reported a position in Jabil in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Jabil position peaked at $26.1K in Q2 2023.
626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.