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Mark Sheptoff Financial Planning’s Jabil JBL Stock Holding History

Mark Sheptoff Financial Planning’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
-100
Closed -$12.7K – 415
2023
Q4 		$12.7K Hold
100
– – 0.01% 268
2023
Q3 		$12.7K Sell
100
-400
-80% -$43.7K 0.01% 252
2023
Q2 		$54K Hold
500
– – 0.03% 156
2023
Q1 		$44.1K Hold
500
– – 0.03% 162
2022
Q4 		$34.1K Hold
500
– – 0.02% 171
2022
Q3 		$29K Sell
500
-300
-38% -$17.5K 0.02% 176
2022
Q2 		$41K Sell
800
-3,100
-79% -$180K 0.02% 169
2022
Q1 		$241K Sell
3,900
-100
-3% -$6.17K 0.12% 96
2021
Q4 		$281K Sell
4,000
-700
-15% -$44.2K 0.13% 87
2021
Q3 		$274K Buy
4,700
+4,400
+1,467% +$262K 0.15% 85
2021
Q2 		$17K Buy
300
+200
+200% +$11K 0.01% 287
2021
Q1 		$5K Hold
100
– – ﹤0.01% 320
2020
Q4 		$4K Buy
+100
New +$3.79K ﹤0.01% 310
2020
Q3 		– Sell
-401
Closed -$13K – 350
2020
Q2 		$13K Sell
401
-1,200
-75% -$34.5K 0.01% 233
2020
Q1 		$39K Sell
1,601
-6,650
-81% -$232K 0.03% 147
2019
Q4 		$341K Buy
+8,251
New +$317K 0.21% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mark Sheptoff Financial Planning's JBL Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Jabil (JBL) in Q1 2024, closing a stake of 100 shares — an estimated $12.7K sold.

Mark Sheptoff Financial Planning first reported a position in JBL in Q4 2019 and held it in 16 quarters. The position peaked at $341K in Q4 2019. 681 funds tracked by Wall St. Rank hold JBL as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining Jabil position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Jabil shares in Q1 2024, an estimated $12.7K.
  • Mark Sheptoff Financial Planning first reported a position in Jabil in Q4 2019 and held it in 16 quarters.
  • Mark Sheptoff Financial Planning's Jabil position peaked at $341K in Q4 2019.
  • 681 funds tracked by Wall St. Rank held Jabil as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.