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Lee Financial’s Jabil JBL Stock Holding History

Lee Financial’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
Q1 		– Sell
-65
Closed -$8.28K – 508
2023
Q4 		$8.28K Hold
65
– – ﹤0.01% 466
2023
Q3 		$8.25K Hold
65
– – ﹤0.01% 439
2023
Q2 		$7.02K Hold
65
– – ﹤0.01% 460
2023
Q1 		$5.73K Hold
65
– – ﹤0.01% 507
2022
Q4 		$4.43K Hold
65
– – ﹤0.01% 565
2022
Q3 		$4K Hold
65
– – ﹤0.01% 575
2022
Q2 		$3K Buy
65
+29
+81% +$1.68K ﹤0.01% 630
2022
Q1 		$2K Buy
+36
New +$2.22K ﹤0.01% 652
2018
Q4 		– Sell
-258
Closed -$7K – 460
2018
Q3 		$7K Sell
258
-263
-50% -$7.53K ﹤0.01% 380
2018
Q2 		$14K Hold
521
– – ﹤0.01% 415
2018
Q1 		$15K Buy
521
+263
+102% +$7.16K ﹤0.01% 402
2017
Q4 		$7K Buy
+258
New +$7.31K ﹤0.01% 399

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lee Financial's JBL Position: Q1 2024 in Review

Lee Financial sold out of Jabil (JBL) in Q1 2024, closing a stake of 65 shares — an estimated $8.28K sold.

Lee Financial first reported a position in JBL in Q4 2017 and held it in 12 quarters. The position peaked at $15K in Q1 2018. 683 funds tracked by Wall St. Rank hold JBL as of Q1 2024.

  • Lee Financial reported no remaining Jabil position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 65 Jabil shares in Q1 2024, an estimated $8.28K.
  • Lee Financial first reported a position in Jabil in Q4 2017 and held it in 12 quarters.
  • Lee Financial's Jabil position peaked at $15K in Q1 2018.
  • 683 funds tracked by Wall St. Rank held Jabil as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.