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Sheaff Brock Investment Advisors’s Jabil JBL Stock Holding History

Sheaff Brock Investment 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
2020
Q4 		– Sell
-26,212
Closed -$898K – 497
2020
Q3 		$898K Sell
26,212
-720
-3% -$24.1K 0.08% 147
2020
Q2 		$864K Sell
26,932
-37
-0.1% -$1.06K 0.09% 145
2020
Q1 		$663K Sell
26,969
-1,815
-6% -$63.3K 0.09% 148
2019
Q4 		$1.19M Sell
28,784
-3,041
-10% -$117K 0.12% 116
2019
Q3 		$1.14M Buy
+31,825
New +$959K 0.12% 122

Other funds holding JBL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sheaff Brock Investment Advisors's JBL Position: Q4 2020 in Review

Sheaff Brock Investment Advisors sold out of Jabil (JBL) in Q4 2020, closing a stake of 26,212 shares — an estimated $898K sold.

Sheaff Brock Investment Advisors first reported a position in JBL in Q3 2019 and held it in 5 quarters. The position peaked at $1.19M in Q4 2019. 353 funds tracked by Wall St. Rank hold JBL as of Q4 2020.

  • Sheaff Brock Investment Advisors reported no remaining Jabil position as of Q4 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 26,212 Jabil shares in Q4 2020, an estimated $898K.
  • Sheaff Brock Investment Advisors first reported a position in Jabil in Q3 2019 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Jabil position peaked at $1.19M in Q4 2019.
  • 353 funds tracked by Wall St. Rank held Jabil as of Q4 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.