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Money Concepts Capital’s Jabil JBL Stock Holding History

Money Concepts Capital’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
-238
Closed -$16.2K – 1754
2022
Q4 		$16.2K Buy
+238
New +$15.7K ﹤0.01% 1783
2022
Q2 		– Sell
-100
Closed -$6K – 2063
2022
Q1 		$6K Buy
+100
New +$6.17K ﹤0.01% 2131

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
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

Money Concepts Capital's JBL Position: Q1 2023 in Review

Money Concepts Capital sold out of Jabil (JBL) in Q1 2023, closing a stake of 238 shares — an estimated $16.2K sold.

Money Concepts Capital first reported a position in JBL in Q1 2022 and held it in 2 quarters. The position peaked at $16.2K in Q4 2022. 530 funds tracked by Wall St. Rank hold JBL as of Q1 2023.

  • Money Concepts Capital reported no remaining Jabil position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 238 Jabil shares in Q1 2023, an estimated $16.2K.
  • Money Concepts Capital first reported a position in Jabil in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Jabil position peaked at $16.2K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Jabil as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.