SVB Wealth’s Jabil JBL Stock Holding History

SVB Wealth’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	-2,167	Closed	-$234K	–	905
2023 Q2	$234K	Sell	2,167 -564	-21%	-$49.7K	﹤0.01%	765
2023 Q1	$241K	Buy	+2,731	New	+$220K	﹤0.01%	816

Other funds holding JBL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Primecap Management Pasadena, California $169B AUM 114.72% 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

SVB Wealth's JBL Position: Q3 2023 in Review

SVB Wealth sold out of Jabil (JBL) in Q3 2023, closing a stake of 2,167 shares — an estimated $234K sold.

SVB Wealth first reported a position in JBL in Q1 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2023. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

SVB Wealth reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
SVB Wealth sold 2,167 Jabil shares in Q3 2023, an estimated $234K.
SVB Wealth first reported a position in Jabil in Q1 2023 and held it in 2 quarters.
SVB Wealth's Jabil position peaked at $241K in Q1 2023.
626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on SVB Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.