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Squar Milner Financial Services’s Jabil JBL Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-4,099
Closed -$100K – 464
2020
Q1 		$100K Hold
4,099
– – 0.06% 263
2019
Q4 		$169K Buy
+4,099
New +$157K 0.08% 228
2019
Q3 		– Sell
-3,684
Closed -$116K – 469
2019
Q2 		$116K Sell
3,684
-779
-17% -$22.4K 0.08% 254
2019
Q1 		$118K Buy
+4,463
New +$119K 0.09% 238

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Squar Milner Financial Services's JBL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Jabil (JBL) in Q2 2020, closing a stake of 4,099 shares — an estimated $100K sold.

Squar Milner Financial Services first reported a position in JBL in Q1 2019 and held it in 4 quarters. The position peaked at $169K in Q4 2019. 330 funds tracked by Wall St. Rank hold JBL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Jabil position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,099 Jabil shares in Q2 2020, an estimated $100K.
  • Squar Milner Financial Services first reported a position in Jabil in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Jabil position peaked at $169K in Q4 2019.
  • 330 funds tracked by Wall St. Rank held Jabil as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.