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Stonehage Fleming Financial Services’s Jabil JBL Stock Holding History

Stonehage Fleming 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
2023
Q3 		– Sell
-4,104
Closed -$443K – 254
2023
Q2 		$443K Buy
+4,104
New +$361K 0.02% 113

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 $3.38T AUM 44.17% 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

Stonehage Fleming Financial Services's JBL Position: Q3 2023 in Review

Stonehage Fleming Financial Services sold out of Jabil (JBL) in Q3 2023, closing a stake of 4,104 shares — an estimated $443K sold.

Stonehage Fleming Financial Services first reported a position in JBL in Q2 2023 and held it in 1 quarter. The position peaked at $443K in Q2 2023. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

  • Stonehage Fleming Financial Services reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 4,104 Jabil shares in Q3 2023, an estimated $443K.
  • Stonehage Fleming Financial Services first reported a position in Jabil in Q2 2023 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Jabil position peaked at $443K in Q2 2023.
  • 626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2023, filed 1 Nov 2023.