Patriot Financial Group Insurance Agency’s Jabil JBL Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-166	Closed	-$9K	–	1191
2022 Q2	$9K	Sell	166 -14	-8%	-$811	﹤0.01%	1292
2022 Q1	$11K	Sell	180 -595	-77%	-$36.7K	﹤0.01%	1318
2021 Q4	$55K	Hold	775	–	–	0.01%	823
2021 Q3	$45K	Hold	775	–	–	0.01%	907
2021 Q2	$45K	Hold	775	–	–	0.01%	872
2021 Q1	$40K	Hold	775	–	–	0.01%	839
2020 Q4	$33K	Hold	775	–	–	0.01%	823
2020 Q3	$27K	Hold	775	–	–	0.01%	703
2020 Q2	$25K	Buy	+775	New	+$22.3K	0.01%	686
2018 Q2	–	Sell	-200	Closed	-$6K	–	768
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	692
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	721
2017 Q3	$6K	Hold	200	–	–	0.01%	665
2017 Q2	$6K	Buy	+200	New	+$5.88K	0.01%	642
2017 Q1	–	Sell	-200	Closed	-$5K	–	834
2016 Q4	$5K	Buy	+200	New	+$4.36K	0.01%	571

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 $3.52B AUM 52.63% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JBL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Jabil (JBL) in Q3 2022, closing a stake of 166 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in JBL in Q4 2016 and held it in 14 quarters. The position peaked at $55K in Q4 2021. 456 funds tracked by Wall St. Rank hold JBL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Jabil position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 166 Jabil shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Jabil in Q4 2016 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Jabil position peaked at $55K in Q4 2021.
456 funds tracked by Wall St. Rank held Jabil as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.