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McCarthy Asset Management’s Jabil JBL Stock Holding History

McCarthy Asset Management’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
2022
Q2 		– Sell
-70
Closed -$4K – 161
2022
Q1 		$4K Hold
70
– – ﹤0.01% 215
2021
Q4 		$5K Hold
70
– – ﹤0.01% 190
2021
Q3 		$4K Hold
70
– – ﹤0.01% 219
2021
Q2 		$4K Hold
70
– – ﹤0.01% 266
2021
Q1 		$4K Hold
70
– – ﹤0.01% 229
2020
Q4 		$3K Buy
+70
New +$2.65K ﹤0.01% 230

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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McCarthy Asset Management's JBL Position: Q2 2022 in Review

McCarthy Asset Management sold out of Jabil (JBL) in Q2 2022, closing a stake of 70 shares — an estimated $4K sold.

McCarthy Asset Management first reported a position in JBL in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 423 funds tracked by Wall St. Rank hold JBL as of Q2 2022.

  • McCarthy Asset Management reported no remaining Jabil position as of Q2 2022 after selling out during the quarter.
  • McCarthy Asset Management sold 70 Jabil shares in Q2 2022, an estimated $4K.
  • McCarthy Asset Management first reported a position in Jabil in Q4 2020 and held it in 6 quarters.
  • McCarthy Asset Management's Jabil position peaked at $5K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held Jabil as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.