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Smith Salley Wealth Management’s Jabil JBL Stock Holding History

Smith Salley Wealth Management’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
2024
Q1 		– Sell
-2,450
Closed -$312K – 243
2023
Q4 		$312K Sell
2,450
-248
-9% -$31.6K 0.02% 208
2023
Q3 		$342K Sell
2,698
-1,500
-36% -$164K 0.03% 190
2023
Q2 		$453K Sell
4,198
-3,959
-49% -$349K 0.03% 178
2023
Q1 		$719K Sell
8,157
-60
-0.7% -$4.83K 0.06% 149
2022
Q4 		$560K Sell
8,217
-149
-2% -$9.85K 0.05% 160
2022
Q3 		$483K Hold
8,366
– – 0.04% 165
2022
Q2 		$428K Hold
8,366
– – 0.04% 174
2022
Q1 		$516K Sell
8,366
-302
-3% -$18.6K 0.04% 178
2021
Q4 		$610K Hold
8,668
– – 0.04% 178
2021
Q3 		$506K Sell
8,668
-152
-2% -$9.04K 0.04% 183
2021
Q2 		$513K Sell
8,820
-840
-9% -$46.2K 0.04% 183
2021
Q1 		$504K Sell
9,660
-624
-6% -$28.4K 0.05% 169
2020
Q4 		$437K Buy
10,284
+14
+0.1% +$530 0.04% 163
2020
Q3 		$352K Sell
10,270
-28
-0.3% -$937 0.04% 153
2020
Q2 		$330K Buy
+10,298
New +$296K 0.04% 153
2020
Q1 		– Sell
-6,156
Closed -$254K – 194
2019
Q4 		$254K Sell
6,156
-297
-5% -$11.4K 0.03% 177
2019
Q3 		$231K Hold
6,453
– – 0.03% 175
2019
Q2 		$204K Buy
+6,453
New +$185K 0.03% 184

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Smith Salley Wealth Management's JBL Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of Jabil (JBL) in Q1 2024, closing a stake of 2,450 shares — an estimated $312K sold.

Smith Salley Wealth Management first reported a position in JBL in Q2 2019 and held it in 18 quarters. The position peaked at $719K in Q1 2023. 683 funds tracked by Wall St. Rank hold JBL as of Q1 2024.

  • Smith Salley Wealth Management reported no remaining Jabil position as of Q1 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 2,450 Jabil shares in Q1 2024, an estimated $312K.
  • Smith Salley Wealth Management first reported a position in Jabil in Q2 2019 and held it in 18 quarters.
  • Smith Salley Wealth Management's Jabil position peaked at $719K in Q1 2023.
  • 683 funds tracked by Wall St. Rank held Jabil as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.