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LGT Financial Advisors’s Jabil JBL Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-189
Closed -$27.2K – 521
2024
Q4 		$27.2K Hold
189
– – 0.06% 244
2024
Q3 		$22.6K Hold
189
– – 0.06% 259
2024
Q2 		$20.6K Hold
189
– – 0.04% 300
2024
Q1 		$25.3K Hold
189
– – 0.03% 324
2023
Q4 		$24.1K Sell
189
-39
-17% -$4.97K 0.03% 312
2023
Q3 		$28.9K Buy
+228
New +$24.9K 0.04% 278

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGT Financial Advisors's JBL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Jabil (JBL) in Q1 2025, closing a stake of 189 shares — an estimated $27.2K sold.

LGT Financial Advisors first reported a position in JBL in Q3 2023 and held it in 6 quarters. The position peaked at $28.9K in Q3 2023. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 189 Jabil shares in Q1 2025, an estimated $27.2K.
  • LGT Financial Advisors first reported a position in Jabil in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Jabil position peaked at $28.9K in Q3 2023.
  • 780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.