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Gladstone Institutional Advisory’s Jabil JBL Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-62,744
Closed -$4.28M – 685
2022
Q4 		$4.28M Buy
+62,744
New +$4.15M 0.3% 95

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
Fidelity Investments
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gladstone Institutional Advisory's JBL Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Jabil (JBL) in Q1 2023, closing a stake of 62,744 shares — an estimated $4.28M sold.

Gladstone Institutional Advisory first reported a position in JBL in Q4 2022 and held it in 1 quarter. The position peaked at $4.28M in Q4 2022. 530 funds tracked by Wall St. Rank hold JBL as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining Jabil position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 62,744 Jabil shares in Q1 2023, an estimated $4.28M.
  • Gladstone Institutional Advisory first reported a position in Jabil in Q4 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Jabil position peaked at $4.28M in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Jabil as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.