Surevest’s Jabil JBL Stock Holding History

Surevest’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
2022 Q3	–	Sell	-100	Closed	-$5K	–	553
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	336
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	301
2021 Q4	$7K	Buy	+100	New	+$6.32K	﹤0.01%	298

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Surevest's JBL Position: Q3 2022 in Review

Surevest sold out of Jabil (JBL) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Surevest first reported a position in JBL in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 455 funds tracked by Wall St. Rank hold JBL as of Q3 2022.

Surevest reported no remaining Jabil position as of Q3 2022 after selling out during the quarter.
Surevest sold 100 Jabil shares in Q3 2022, an estimated $5K.
Surevest first reported a position in Jabil in Q4 2021 and held it in 3 quarters.
Surevest's Jabil position peaked at $7K in Q4 2021.
455 funds tracked by Wall St. Rank held Jabil as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.