FTDI
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First Trust Direct Indexing’s Jabil JBL Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-2,606
Closed -$312K – 466
2024
Q3 		$312K Buy
2,606
+181
+7% +$19.7K 0.02% 714
2024
Q2 		$264K Buy
2,425
+381
+19% +$46.2K 0.02% 713
2024
Q1 		$274K Buy
2,044
+198
+11% +$26.6K 0.02% 636
2023
Q4 		$235K Sell
1,846
-60
-3% -$7.64K 0.02% 653
2023
Q3 		$242K Sell
1,906
-165
-8% -$18K 0.03% 587
2023
Q2 		$224K Buy
+2,071
New +$182K 0.02% 629
2021
Q1 		– Sell
-84
Closed -$4K – 689
2020
Q4 		$4K Buy
+84
New +$3.18K ﹤0.01% 1044

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Direct Indexing's JBL Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Jabil (JBL) in Q4 2024, closing a stake of 2,606 shares — an estimated $312K sold.

First Trust Direct Indexing first reported a position in JBL in Q4 2020 and held it in 7 quarters. The position peaked at $312K in Q3 2024. 779 funds tracked by Wall St. Rank hold JBL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Jabil position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,606 Jabil shares in Q4 2024, an estimated $312K.
  • First Trust Direct Indexing first reported a position in Jabil in Q4 2020 and held it in 7 quarters.
  • First Trust Direct Indexing's Jabil position peaked at $312K in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Jabil as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.