FinTrust Capital Advisors’s Jabil JBL Stock Holding History

FinTrust Capital Advisors’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	-300	Closed	-$20.5K	–	1284
2023 Q2	$20.5K	Hold	300	–	–	﹤0.01%	650
2023 Q1	$20.5K	Hold	300	–	–	0.01%	647
2022 Q4	$20.5K	Hold	300	–	–	﹤0.01%	645
2022 Q3	$18K	Buy	+300	New	+$17.5K	﹤0.01%	737
2020 Q2	–	Sell	-1,881	Closed	-$46K	–	1106
2020 Q1	$46K	Buy	1,881 +101	+6%	+$3.52K	0.02%	457
2019 Q4	$74K	Hold	1,780	–	–	0.03%	372
2019 Q3	$64K	Buy	1,780 +136	+8%	+$4.1K	0.02%	405
2019 Q2	$52K	Sell	1,644 -57	-3%	-$1.64K	0.02%	405
2019 Q1	$45K	Buy	1,701 +274	+19%	+$7.32K	0.02%	414
2018 Q4	$35K	Buy	+1,427	New	+$34.8K	0.02%	458

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

FinTrust Capital Advisors's JBL Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Jabil (JBL) in Q3 2023, closing a stake of 300 shares — an estimated $20.5K sold.

FinTrust Capital Advisors first reported a position in JBL in Q4 2018 and held it in 10 quarters. The position peaked at $74K in Q4 2019. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

FinTrust Capital Advisors reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 300 Jabil shares in Q3 2023, an estimated $20.5K.
FinTrust Capital Advisors first reported a position in Jabil in Q4 2018 and held it in 10 quarters.
FinTrust Capital Advisors's Jabil position peaked at $74K in Q4 2019.
626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.