SteelPeak Wealth’s Jabil JBL Stock Holding History

SteelPeak Wealth’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 Q3	–	Sell	-17,396	Closed	-$1.89M	–	559
2024 Q2	$1.89M	Buy	17,396 +1,847	+12%	+$224K	0.09%	173
2024 Q1	$2.08M	Buy	+15,549	New	+$2.09M	0.1%	157

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SteelPeak Wealth's JBL Position: Q3 2024 in Review

SteelPeak Wealth sold out of Jabil (JBL) in Q3 2024, closing a stake of 17,396 shares — an estimated $1.89M sold.

SteelPeak Wealth first reported a position in JBL in Q1 2024 and held it in 2 quarters. The position peaked at $2.08M in Q1 2024. 700 funds tracked by Wall St. Rank hold JBL as of Q3 2024.

SteelPeak Wealth reported no remaining Jabil position as of Q3 2024 after selling out during the quarter.
SteelPeak Wealth sold 17,396 Jabil shares in Q3 2024, an estimated $1.89M.
SteelPeak Wealth first reported a position in Jabil in Q1 2024 and held it in 2 quarters.
SteelPeak Wealth's Jabil position peaked at $2.08M in Q1 2024.
700 funds tracked by Wall St. Rank held Jabil as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.