SC
JBL icon

Schubert & Co’s Jabil JBL Stock Holding History

Schubert & Co’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
-122
Closed -$10.8K – 776
2023
Q1 		$10.8K Sell
122
-7
-5% -$564 0.01% 209
2022
Q4 		$8.8K Buy
129
+24
+23% +$1.59K 0.01% 250
2022
Q3 		$6K Buy
105
+33
+46% +$1.92K 0.01% 344
2022
Q2 		$4K Buy
72
+41
+132% +$2.38K ﹤0.01% 447
2022
Q1 		$2K Buy
31
+3
+11% +$185 ﹤0.01% 434
2021
Q4 		$2K Buy
+28
New +$1.77K ﹤0.01% 384

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schubert & Co's JBL Position: Q2 2023 in Review

Schubert & Co sold out of Jabil (JBL) in Q2 2023, closing a stake of 122 shares — an estimated $10.8K sold.

Schubert & Co first reported a position in JBL in Q4 2021 and held it in 6 quarters. The position peaked at $10.8K in Q1 2023. 587 funds tracked by Wall St. Rank hold JBL as of Q2 2023.

  • Schubert & Co reported no remaining Jabil position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 122 Jabil shares in Q2 2023, an estimated $10.8K.
  • Schubert & Co first reported a position in Jabil in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Jabil position peaked at $10.8K in Q1 2023.
  • 587 funds tracked by Wall St. Rank held Jabil as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.