Nicola Wealth Management’s Jabil JBL Stock Holding History

Nicola Wealth 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
2025 Q3	–	Sell	-22,500	Closed	-$4.91M	–	92
2025 Q2	$4.91M	Sell	22,500 -11,000	-33%	-$1.78M	0.46%	51
2025 Q1	$4.56M	Hold	33,500	–	–	0.44%	55
2024 Q4	$6.93M	Sell	33,500 -6,000	-15%	-$787K	0.66%	49
2024 Q3	$6.4M	Buy	39,500 +14,000	+55%	+$1.52M	0.51%	53
2024 Q2	$3.8M	Buy	25,500 +3,000	+13%	+$364K	0.34%	61
2024 Q1	$4.08M	Hold	22,500	–	–	0.4%	61
2023 Q4	$3.79M	Hold	22,500	–	–	0.4%	64
2023 Q3	$3.86M	Sell	22,500 -9,000	-29%	-$984K	0.42%	61
2023 Q2	$4.5M	Hold	31,500	–	–	0.44%	60
2023 Q1	$3.76M	Buy	31,500 +9,000	+40%	+$725K	0.37%	65
2022 Q4	$2.08M	Buy	22,500 +6,000	+36%	+$397K	0.21%	91
2022 Q3	$1.3M	Buy	16,500 +10,000	+154%	+$582K	0.14%	107
2022 Q2	$429K	Buy	+6,500	New	+$376K	0.04%	137

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return