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Greystone Financial Group’s Jabil JBL Stock Holding History

Greystone Financial Group’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
2021
Q1 		– Sell
-40,496
Closed -$1.85M – 101
2020
Q4 		$1.85M Buy
+40,496
New +$1.53M 0.51% 51

Other funds holding JBL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Greystone Financial Group's JBL Position: Q1 2021 in Review

Greystone Financial Group sold out of Jabil (JBL) in Q1 2021, closing a stake of 40,496 shares — an estimated $1.85M sold.

Greystone Financial Group first reported a position in JBL in Q4 2020 and held it in 1 quarter. The position peaked at $1.85M in Q4 2020. 354 funds tracked by Wall St. Rank hold JBL as of Q1 2021.

  • Greystone Financial Group reported no remaining Jabil position as of Q1 2021 after selling out during the quarter.
  • Greystone Financial Group sold 40,496 Jabil shares in Q1 2021, an estimated $1.85M.
  • Greystone Financial Group first reported a position in Jabil in Q4 2020 and held it in 1 quarter.
  • Greystone Financial Group's Jabil position peaked at $1.85M in Q4 2020.
  • 354 funds tracked by Wall St. Rank held Jabil as of Q1 2021.

Based on Greystone Financial Group's 13F filing for Q1 2021, filed 13 May 2021.