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Geller Advisors’s Jabil JBL Stock Holding History

Geller 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
2024
Q4 		– Sell
-1,788
Closed -$214K – 264
2024
Q3 		$214K Sell
1,788
-112
-6% -$12.2K 0.01% 252
2024
Q2 		$207K Buy
1,900
+12
+0.6% +$1.46K 0.02% 259
2024
Q1 		$253K Buy
1,888
+87
+5% +$11.7K 0.02% 233
2023
Q4 		$229K Sell
1,801
-3
-0.2% -$382 0.02% 241
2023
Q3 		$229K Buy
+1,804
New +$197K 0.03% 224

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geller Advisors's JBL Position: Q4 2024 in Review

Geller Advisors sold out of Jabil (JBL) in Q4 2024, closing a stake of 1,788 shares — an estimated $214K sold.

Geller Advisors first reported a position in JBL in Q3 2023 and held it in 5 quarters. The position peaked at $253K in Q1 2024. 777 funds tracked by Wall St. Rank hold JBL as of Q4 2024.

  • Geller Advisors reported no remaining Jabil position as of Q4 2024 after selling out during the quarter.
  • Geller Advisors sold 1,788 Jabil shares in Q4 2024, an estimated $214K.
  • Geller Advisors first reported a position in Jabil in Q3 2023 and held it in 5 quarters.
  • Geller Advisors's Jabil position peaked at $253K in Q1 2024.
  • 777 funds tracked by Wall St. Rank held Jabil as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.