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Resurgent Financial Advisors’s Jabil JBL Stock Holding History

Resurgent 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
2023
Q1 		– Sell
-4,045
Closed -$276K – 566
2022
Q4 		$276K Buy
+4,045
New +$267K 0.15% 149
2022
Q2 		– Sell
-3,294
Closed -$203K – 204
2022
Q1 		$203K Buy
+3,294
New +$203K 0.13% 179

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Resurgent Financial Advisors's JBL Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Jabil (JBL) in Q1 2023, closing a stake of 4,045 shares — an estimated $276K sold.

Resurgent Financial Advisors first reported a position in JBL in Q1 2022 and held it in 2 quarters. The position peaked at $276K in Q4 2022. 530 funds tracked by Wall St. Rank hold JBL as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Jabil position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 4,045 Jabil shares in Q1 2023, an estimated $276K.
  • Resurgent Financial Advisors first reported a position in Jabil in Q1 2022 and held it in 2 quarters.
  • Resurgent Financial Advisors's Jabil position peaked at $276K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Jabil as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.