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Private Advisory Group’s Jabil JBL Stock Holding History

Private 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
2023
Q4 		– Sell
-7,494
Closed -$951K – 214
2023
Q3 		$951K Sell
7,494
-1,849
-20% -$202K 0.19% 98
2023
Q2 		$1.01M Sell
9,343
-528
-5% -$46.5K 0.2% 99
2023
Q1 		$870K Buy
+9,871
New +$795K 0.19% 90

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Private Advisory Group's JBL Position: Q4 2023 in Review

Private Advisory Group sold out of Jabil (JBL) in Q4 2023, closing a stake of 7,494 shares — an estimated $951K sold.

Private Advisory Group first reported a position in JBL in Q1 2023 and held it in 3 quarters. The position peaked at $1.01M in Q2 2023. 682 funds tracked by Wall St. Rank hold JBL as of Q4 2023.

  • Private Advisory Group reported no remaining Jabil position as of Q4 2023 after selling out during the quarter.
  • Private Advisory Group sold 7,494 Jabil shares in Q4 2023, an estimated $951K.
  • Private Advisory Group first reported a position in Jabil in Q1 2023 and held it in 3 quarters.
  • Private Advisory Group's Jabil position peaked at $1.01M in Q2 2023.
  • 682 funds tracked by Wall St. Rank held Jabil as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.