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Next Financial Group’s Jabil JBL Stock Holding History

Next Financial Group’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
2021
Q4 		$12K Hold
167
– – ﹤0.01% 2114
2021
Q3 		$10K Hold
167
– – ﹤0.01% 2023
2021
Q2 		$10K Hold
167
– – ﹤0.01% 1988
2021
Q1 		$9K Sell
167
-250
-60% -$11.4K ﹤0.01% 1915
2020
Q4 		$18K Buy
417
+250
+150% +$9.47K ﹤0.01% 1581
2020
Q3 		$6K Buy
+167
New +$5.59K ﹤0.01% 1783
2020
Q2 		– Sell
-571
Closed -$14K – 1259
2020
Q1 		$14K Sell
571
-11,692
-95% -$408K ﹤0.01% 1402
2019
Q4 		$507K Buy
12,263
+2,426
+25% +$93.1K 0.05% 370
2019
Q3 		$352K Sell
9,837
-2,240
-19% -$67.5K 0.04% 449
2019
Q2 		$382K Buy
12,077
+11,547
+2,179% +$332K 0.04% 421
2019
Q1 		$14K Hold
530
– – ﹤0.01% 1043
2018
Q4 		$13K Buy
530
+30
+6% +$732 ﹤0.01% 1259
2018
Q3 		$14K Buy
+500
New +$14.3K 0.01% 895
2017
Q4 		– Sell
-635
Closed -$18K – 852
2017
Q3 		$18K Hold
635
– – 0.01% 1009
2017
Q2 		$19K Buy
635
+500
+370% +$14.7K ﹤0.01% 1109
2017
Q1 		$4K Sell
135
-167
-55% -$4.27K ﹤0.01% 1565
2016
Q4 		$7K Hold
302
– – ﹤0.01% 1806
2016
Q3 		$7K Buy
302
+167
+124% +$3.48K ﹤0.01% 1809
2016
Q2 		$2K Hold
135
– – ﹤0.01% 1590
2016
Q1 		$2K Hold
135
– – ﹤0.01% 1546
2015
Q4 		$3K Hold
135
– – ﹤0.01% 1519
2015
Q3 		$3K Hold
135
– – ﹤0.01% 1552
2015
Q2 		$2K Hold
135
– – ﹤0.01% 1673
2015
Q1 		$3K Hold
135
– – ﹤0.01% 1612
2014
Q4 		$3K Sell
135
-167
-55% -$3.4K ﹤0.01% 1641
2014
Q3 		$6K Buy
+302
New +$6.31K ﹤0.01% 1982

Other funds holding JBL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Next Financial Group's JBL Position: Q4 2021 in Review

Next Financial Group held its Jabil (JBL) position steady in Q4 2021 at 167 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Next Financial Group first reported a position in JBL in Q3 2014 and has held it in 26 quarters since. The position peaked at $507K in Q4 2019. 417 funds tracked by Wall St. Rank hold JBL as of Q4 2021.

  • Next Financial Group held 167 shares of Jabil worth $12K as of Q4 2021.
  • Next Financial Group left its Jabil share count unchanged in Q4 2021.
  • Jabil made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2114 holding.
  • Next Financial Group first reported a position in Jabil in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Jabil position peaked at $507K in Q4 2019.
  • 417 funds tracked by Wall St. Rank held Jabil as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.