Sageworth Trust’s Jabil JBL Stock Holding History

Sageworth 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 Q2	–	Sell	-263	Closed	-$23.2K	–	258
2023 Q1	$23.2K	Hold	263	–	–	﹤0.01%	194
2022 Q4	$18K	Hold	263	–	–	﹤0.01%	180
2022 Q3	$15K	Hold	263	–	–	﹤0.01%	179
2022 Q2	$13K	Hold	263	–	–	﹤0.01%	212
2022 Q1	$16K	Hold	263	–	–	﹤0.01%	158
2021 Q4	$19K	Sell	263 -877	-77%	-$55.4K	﹤0.01%	185
2021 Q3	$67K	Hold	1,140	–	–	0.01%	153
2021 Q2	$66K	Buy	+1,140	New	+$62.7K	0.01%	192

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sageworth Trust's JBL Position: Q2 2023 in Review

Sageworth Trust sold out of Jabil (JBL) in Q2 2023, closing a stake of 263 shares — an estimated $23.2K sold.

Sageworth Trust first reported a position in JBL in Q2 2021 and held it in 8 quarters. The position peaked at $67K in Q3 2021. 587 funds tracked by Wall St. Rank hold JBL as of Q2 2023.

Sageworth Trust reported no remaining Jabil position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 263 Jabil shares in Q2 2023, an estimated $23.2K.
Sageworth Trust first reported a position in Jabil in Q2 2021 and held it in 8 quarters.
Sageworth Trust's Jabil position peaked at $67K in Q3 2021.
587 funds tracked by Wall St. Rank held Jabil as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.