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Steward Financial Group’s Jabil JBL Stock Holding History

Steward Financial Group’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
Q3 		$16K Hold
127
– – 0.01% 287
2023
Q2 		$13K Buy
+127
New +$11.2K ﹤0.01% 318
2022
Q3 		– Sell
-50
Closed -$2K – 705
2022
Q2 		$2K Buy
+50
New +$2.9K ﹤0.01% 572

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Financial Group's JBL Position: Q3 2023 in Review

Steward Financial Group held its Jabil (JBL) position steady in Q3 2023 at 127 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #287.

Steward Financial Group first reported a position in JBL in Q2 2022 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

  • Steward Financial Group held 127 shares of Jabil worth $16K as of Q3 2023.
  • Steward Financial Group left its Jabil share count unchanged in Q3 2023.
  • Jabil made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #287 holding.
  • Steward Financial Group first reported a position in Jabil in Q2 2022 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.