HCR Wealth Advisors’s Jabil JBL Stock Holding History

HCR Wealth 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 Q3	–	Sell	-8,414	Closed	-$915K	–	232
2024 Q2	$915K	Buy	8,414 +143	+2%	+$17.3K	0.13%	103
2024 Q1	$1.11M	Buy	+8,271	New	+$1.11M	0.17%	86

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HCR Wealth Advisors's JBL Position: Q3 2024 in Review

HCR Wealth Advisors sold out of Jabil (JBL) in Q3 2024, closing a stake of 8,414 shares — an estimated $915K sold.

HCR Wealth Advisors first reported a position in JBL in Q1 2024 and held it in 2 quarters. The position peaked at $1.11M in Q1 2024. 700 funds tracked by Wall St. Rank hold JBL as of Q3 2024.

HCR Wealth Advisors reported no remaining Jabil position as of Q3 2024 after selling out during the quarter.
HCR Wealth Advisors sold 8,414 Jabil shares in Q3 2024, an estimated $915K.
HCR Wealth Advisors first reported a position in Jabil in Q1 2024 and held it in 2 quarters.
HCR Wealth Advisors's Jabil position peaked at $1.11M in Q1 2024.
700 funds tracked by Wall St. Rank held Jabil as of Q3 2024.

Based on HCR Wealth Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.