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Harvest Group Wealth Management’s Jabil JBL Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-93
Closed -$3K – 736
2019
Q4 		$3K Hold
93
– – ﹤0.01% 510
2019
Q3 		$3K Hold
93
– – ﹤0.01% 562
2019
Q2 		$2K Hold
93
– – ﹤0.01% 552
2019
Q1 		$2K Buy
+93
New +$2.48K ﹤0.01% 635

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harvest Group Wealth Management's JBL Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Jabil (JBL) in Q1 2020, closing a stake of 93 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in JBL in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 319 funds tracked by Wall St. Rank hold JBL as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Jabil position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 93 Jabil shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Jabil in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Jabil position peaked at $3K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held Jabil as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.