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SYSTM Wealth Solutions’s Jabil JBL Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-6,726
Closed -$901K – 816
2024
Q1 		$901K Sell
6,726
-245
-4% -$32.9K 0.11% 216
2023
Q4 		$888K Sell
6,971
-4,795
-41% -$611K 0.12% 212
2023
Q3 		$1.49M Sell
11,766
-900
-7% -$98.4K 0.23% 120
2023
Q2 		$1.37M Sell
12,666
-167
-1% -$14.7K 0.19% 152
2023
Q1 		$1.13M Sell
12,833
-283
-2% -$22.8K 0.17% 162
2022
Q4 		$895K Buy
+13,116
New +$867K 0.11% 230

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SYSTM Wealth Solutions's JBL Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Jabil (JBL) in Q2 2024, closing a stake of 6,726 shares — an estimated $901K sold.

SYSTM Wealth Solutions first reported a position in JBL in Q4 2022 and held it in 6 quarters. The position peaked at $1.49M in Q3 2023. 682 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,726 Jabil shares in Q2 2024, an estimated $901K.
  • SYSTM Wealth Solutions first reported a position in Jabil in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Jabil position peaked at $1.49M in Q3 2023.
  • 682 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.