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Stokes Family Office’s Jabil JBL Stock Holding History

Stokes Family Office’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 		– Sell
-2,858
Closed -$363K – 277
2023
Q3 		$363K Buy
2,858
+360
+14% +$39.4K 0.04% 215
2023
Q2 		$270K Sell
2,498
-40
-2% -$3.52K 0.03% 259
2023
Q1 		$224K Buy
+2,538
New +$204K 0.03% 261

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 $3.38T AUM 44.17% 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

Stokes Family Office's JBL Position: Q4 2023 in Review

Stokes Family Office sold out of Jabil (JBL) in Q4 2023, closing a stake of 2,858 shares — an estimated $363K sold.

Stokes Family Office first reported a position in JBL in Q1 2023 and held it in 3 quarters. The position peaked at $363K in Q3 2023. 682 funds tracked by Wall St. Rank hold JBL as of Q4 2023.

  • Stokes Family Office reported no remaining Jabil position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 2,858 Jabil shares in Q4 2023, an estimated $363K.
  • Stokes Family Office first reported a position in Jabil in Q1 2023 and held it in 3 quarters.
  • Stokes Family Office's Jabil position peaked at $363K in Q3 2023.
  • 682 funds tracked by Wall St. Rank held Jabil as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.