Tilia Fiduciary Partners’s Jabil JBL Stock Holding History

Tilia Fiduciary Partners’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	-351	Closed	-$37.9K	–	288
2023 Q2	$37.9K	Hold	351	–	–	0.03%	247
2023 Q1	$30.9K	Hold	351	–	–	0.03%	256
2022 Q4	$23.9K	Hold	351	–	–	0.02%	271
2022 Q3	$20K	Hold	351	–	–	0.02%	285
2022 Q2	$18K	Hold	351	–	–	0.02%	315
2022 Q1	$22K	Hold	351	–	–	0.02%	304
2021 Q4	$25K	Buy	+351	New	+$22.2K	0.02%	296

Other funds holding JBL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Tilia Fiduciary Partners's JBL Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Jabil (JBL) in Q3 2023, closing a stake of 351 shares — an estimated $37.9K sold.

Tilia Fiduciary Partners first reported a position in JBL in Q4 2021 and held it in 7 quarters. The position peaked at $37.9K in Q2 2023. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 351 Jabil shares in Q3 2023, an estimated $37.9K.
Tilia Fiduciary Partners first reported a position in Jabil in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Jabil position peaked at $37.9K in Q2 2023.
626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.