Raymond James Trust’s Jabil JBL Stock Holding History

Raymond James Trust’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	-1,849	Closed	-$235K	–	1231
2023 Q3	$235K	Sell	1,849 -4,256	-70%	-$465K	0.01%	1003
2023 Q2	$659K	Buy	+6,105	New	+$538K	0.02%	554

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Raymond James Trust's JBL Position: Q4 2023 in Review

Raymond James Trust sold out of Jabil (JBL) in Q4 2023, closing a stake of 1,849 shares — an estimated $235K sold.

Raymond James Trust first reported a position in JBL in Q2 2023 and held it in 2 quarters. The position peaked at $659K in Q2 2023. 682 funds tracked by Wall St. Rank hold JBL as of Q4 2023.

Raymond James Trust reported no remaining Jabil position as of Q4 2023 after selling out during the quarter.
Raymond James Trust sold 1,849 Jabil shares in Q4 2023, an estimated $235K.
Raymond James Trust first reported a position in Jabil in Q2 2023 and held it in 2 quarters.
Raymond James Trust's Jabil position peaked at $659K in Q2 2023.
682 funds tracked by Wall St. Rank held Jabil as of Q4 2023.

Based on Raymond James Trust's 13F filing for Q4 2023, filed 10 Jan 2024.