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Simplicity Solutions’s Jabil JBL Stock Holding History

Simplicity Solutions’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
Q4 		$219K Sell
1,722
-974
-36% -$124K 0.01% 946
2023
Q3 		$342K Buy
+2,696
New +$295K 0.01% 720
2020
Q4 		– Sell
-10,530
Closed -$361K – 962
2020
Q3 		$361K Sell
10,530
-181
-2% -$6.05K 0.01% 688
2020
Q2 		$344K Buy
10,711
+98
+0.9% +$2.82K 0.01% 700
2020
Q1 		$261K Buy
+10,613
New +$370K 0.01% 631

Other funds holding JBL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's JBL Position: Q4 2023 in Review

Simplicity Solutions reduced its Jabil (JBL) stake by 36% in Q4 2023, selling an estimated $124K and leaving 1,722 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #946.

Simplicity Solutions first reported a position in JBL in Q1 2020 and has held it in 5 quarters since. The position peaked at $361K in Q3 2020. 681 funds tracked by Wall St. Rank hold JBL as of Q4 2023.

  • Simplicity Solutions held 1,722 shares of Jabil worth $219K as of Q4 2023.
  • Simplicity Solutions sold 974 Jabil shares in Q4 2023, an estimated $124K.
  • Jabil made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #946 holding.
  • Simplicity Solutions first reported a position in Jabil in Q1 2020 and has held it in 5 quarters since.
  • Simplicity Solutions's Jabil position peaked at $361K in Q3 2020.
  • 681 funds tracked by Wall St. Rank held Jabil as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.