Norris Financial Group’s Jabil JBL Stock Holding History

Norris 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
2022 Q1	–	Sell	-23,069	Closed	-$1.62M	–	100
2021 Q4	$1.62M	Buy	+23,069	New	+$1.46M	0.98%	29

Other funds holding JBL

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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Norris Financial Group's JBL Position: Q1 2022 in Review

Norris Financial Group sold out of Jabil (JBL) in Q1 2022, closing a stake of 23,069 shares — an estimated $1.62M sold.

Norris Financial Group first reported a position in JBL in Q4 2021 and held it in 1 quarter. The position peaked at $1.62M in Q4 2021. 454 funds tracked by Wall St. Rank hold JBL as of Q1 2022.

Norris Financial Group reported no remaining Jabil position as of Q1 2022 after selling out during the quarter.
Norris Financial Group sold 23,069 Jabil shares in Q1 2022, an estimated $1.62M.
Norris Financial Group first reported a position in Jabil in Q4 2021 and held it in 1 quarter.
Norris Financial Group's Jabil position peaked at $1.62M in Q4 2021.
454 funds tracked by Wall St. Rank held Jabil as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.