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Polaris Wealth Advisory Group’s Jabil JBL Stock Holding History

Polaris Wealth Advisory 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
-161,912
Closed -$11.4M – 180
2021
Q4 		$11.4M Sell
161,912
-214,848
-57% -$13.6M 0.65% 54
2021
Q3 		$23.7M Buy
376,760
+213,264
+130% +$12.7M 1.42% 31
2021
Q2 		$9.49M Buy
163,496
+9,163
+6% +$504K 0.56% 52
2021
Q1 		$8.25M Buy
154,333
+17,318
+13% +$789K 0.53% 60
2020
Q4 		$6.09M Buy
137,015
+1,094
+0.8% +$41.4K 0.46% 69
2020
Q3 		$4.81M Sell
135,921
-51,870
-28% -$1.74M 0.45% 59
2020
Q2 		$5.83M Buy
+187,791
New +$5.41M 0.46% 53

Other funds holding JBL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Polaris Wealth Advisory Group's JBL Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Jabil (JBL) in Q1 2022, closing a stake of 161,912 shares — an estimated $11.4M sold.

Polaris Wealth Advisory Group first reported a position in JBL in Q2 2020 and held it in 7 quarters. The position peaked at $23.7M in Q3 2021. 453 funds tracked by Wall St. Rank hold JBL as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Jabil position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 161,912 Jabil shares in Q1 2022, an estimated $11.4M.
  • Polaris Wealth Advisory Group first reported a position in Jabil in Q2 2020 and held it in 7 quarters.
  • Polaris Wealth Advisory Group's Jabil position peaked at $23.7M in Q3 2021.
  • 453 funds tracked by Wall St. Rank held Jabil as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.