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Reilly Financial Advisors’s Jabil JBL Stock Holding History

Reilly Financial 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
2021
Q4 		$3K Buy
+48
New +$3.03K ﹤0.01% 934
2015
Q4 		– Sell
-61
Closed -$1K – 1296
2015
Q3 		$1K Buy
+61
New +$1.21K ﹤0.01% 1208
2015
Q1 		– Sell
-200
Closed -$4K – 1332
2014
Q4 		$4K Hold
200
– – ﹤0.01% 660
2014
Q3 		$4K Hold
200
– – ﹤0.01% 673
2014
Q2 		$4K Buy
+200
New +$3.72K ﹤0.01% 708

Other funds holding JBL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Reilly Financial Advisors's JBL Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Jabil (JBL) in Q4 2021: 48 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in JBL as recently as Q3 2015.

Reilly Financial Advisors first reported a position in JBL in Q2 2014 and has held it in 5 quarters since. The position peaked at $4K in Q4 2014. 417 funds tracked by Wall St. Rank hold JBL as of Q4 2021.

  • Reilly Financial Advisors held 48 shares of Jabil worth $3K as of Q4 2021.
  • Jabil was a new Reilly Financial Advisors position in Q4 2021.
  • Jabil made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #934 holding.
  • Reilly Financial Advisors first reported a position in Jabil in Q2 2014 and has held it in 5 quarters since.
  • Reilly Financial Advisors's Jabil position peaked at $4K in Q4 2014.
  • 417 funds tracked by Wall St. Rank held Jabil as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.