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Insight Wealth Strategies’s Jabil JBL Stock Holding History

Insight Wealth Strategies’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
-18,301
Closed -$2.19M – 164
2024
Q3 		$2.19M Buy
18,301
+803
+5% +$87.2K 0.29% 90
2024
Q2 		$1.9M Buy
17,498
+903
+5% +$109K 0.27% 97
2024
Q1 		$2.22M Buy
+16,595
New +$2.23M 0.33% 69

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

Insight Wealth Strategies's JBL Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Jabil (JBL) in Q4 2024, closing a stake of 18,301 shares — an estimated $2.19M sold.

Insight Wealth Strategies first reported a position in JBL in Q1 2024 and held it in 3 quarters. The position peaked at $2.22M in Q1 2024. 777 funds tracked by Wall St. Rank hold JBL as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Jabil position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 18,301 Jabil shares in Q4 2024, an estimated $2.19M.
  • Insight Wealth Strategies first reported a position in Jabil in Q1 2024 and held it in 3 quarters.
  • Insight Wealth Strategies's Jabil position peaked at $2.22M in Q1 2024.
  • 777 funds tracked by Wall St. Rank held Jabil as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.