OIA
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OneDigital Investment Advisors’s Jabil JBL Stock Holding History

OneDigital Investment Advisors’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
2026
Q1 		$559K Sell
2,105
-706
-25% -$178K 0.01% 896
2025
Q4 		$641K Sell
2,811
-94
-3% -$20.1K 0.01% 849
2025
Q3 		$631K Buy
2,905
+193
+7% +$42K 0.01% 839
2025
Q2 		$592K Buy
2,712
+1,142
+73% +$185K 0.01% 838
2025
Q1 		$214K Buy
+1,570
New +$241K ﹤0.01% 1297
2019
Q3 		– Sell
-1,056
Closed -$33K – 865
2019
Q2 		$33K Buy
1,056
+3
+0.3% +$86 ﹤0.01% 658
2019
Q1 		$28K Buy
1,053
+3
+0.3% +$80 ﹤0.01% 633
2018
Q4 		$26K Buy
1,050
+3
+0.3% +$73 ﹤0.01% 619
2018
Q3 		$28K Buy
1,047
+3
+0.3% +$86 0.01% 560
2018
Q2 		$29K Buy
1,044
+3
+0.3% +$84 0.01% 677
2018
Q1 		$30K Buy
1,041
+3
+0.3% +$82 0.01% 661
2017
Q4 		$27K Buy
1,038
+3
+0.3% +$85 ﹤0.01% 698
2017
Q3 		$30K Buy
1,035
+3
+0.3% +$91 0.01% 512
2017
Q2 		$30K Buy
+1,032
New +$30.3K 0.01% 610

Other funds holding JBL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return