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McElhenny Sheffield Capital Management’s Jabil JBL Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-12
Closed -$818 – 356
2022
Q4 		$818 Buy
+12
New +$793 ﹤0.01% 592

Other funds holding JBL

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

McElhenny Sheffield Capital Management's JBL Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Jabil (JBL) in Q1 2023, closing a stake of 12 shares — an estimated $818 sold.

McElhenny Sheffield Capital Management first reported a position in JBL in Q4 2022 and held it in 1 quarter. The position peaked at $818 in Q4 2022. 530 funds tracked by Wall St. Rank hold JBL as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Jabil position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 12 Jabil shares in Q1 2023, an estimated $818.
  • McElhenny Sheffield Capital Management first reported a position in Jabil in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Jabil position peaked at $818 in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Jabil as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.