Sutton Wealth Advisors’s Jabil JBL Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-7	Closed	-$477	–	1182
2022 Q4	$477	Hold	7	–	–	﹤0.01%	1499
2022 Q3	$404	Sell	7 -3	-30%	-$175	﹤0.01%	1492
2022 Q2	$512	Buy	10 +5	+100%	+$290	﹤0.01%	1446
2022 Q1	$309	Sell	5 -9	-64%	-$555	﹤0.01%	1537
2021 Q4	$985	Buy	+14	New	+$885	﹤0.01%	1332
2020 Q4	–	Sell	-20	Closed	-$685	–	1239
2020 Q3	$685	Hold	20	–	–	﹤0.01%	1164
2020 Q2	$642	Hold	20	–	–	﹤0.01%	1153
2020 Q1	$492	Hold	20	–	–	﹤0.01%	1143
2019 Q4	$827	Hold	20	–	–	﹤0.01%	1128
2019 Q3	$715	Hold	20	–	–	﹤0.01%	1138
2019 Q2	$632	Hold	20	–	–	﹤0.01%	1132
2019 Q1	$532	Hold	20	–	–	﹤0.01%	1146
2018 Q4	$496	Hold	20	–	–	﹤0.01%	1091
2018 Q3	$542	Hold	20	–	–	﹤0.01%	1080
2018 Q2	$553	Hold	20	–	–	﹤0.01%	1091
2018 Q1	$575	Hold	20	–	–	﹤0.01%	1084
2017 Q4	$525	Hold	20	–	–	﹤0.01%	1045
2017 Q3	$571	Sell	20 -100	-83%	-$3.02K	﹤0.01%	1031
2017 Q2	$3.5K	Hold	120	–	–	﹤0.01%	915
2017 Q1	$3.47K	Hold	120	–	–	﹤0.01%	890
2016 Q4	$2.84K	Hold	120	–	–	﹤0.01%	905
2016 Q3	$2.62K	Hold	120	–	–	﹤0.01%	902
2016 Q2	$2.22K	Hold	120	–	–	﹤0.01%	876
2016 Q1	$2.31K	Buy	+120	New	+$2.42K	﹤0.01%	864

Other funds holding JBL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sutton Wealth Advisors's JBL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Jabil (JBL) in Q1 2023, closing a stake of 7 shares — an estimated $477 sold.

Sutton Wealth Advisors first reported a position in JBL in Q1 2016 and held it in 24 quarters. The position peaked at $3.5K in Q2 2017. 530 funds tracked by Wall St. Rank hold JBL as of Q1 2023.

Sutton Wealth Advisors reported no remaining Jabil position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 7 Jabil shares in Q1 2023, an estimated $477.
Sutton Wealth Advisors first reported a position in Jabil in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's Jabil position peaked at $3.5K in Q2 2017.
530 funds tracked by Wall St. Rank held Jabil as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.