Toth Financial Advisory’s Jabil JBL Stock Holding History

Toth Financial Advisory’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
2026 Q2	$1.16K	Buy	+3	New	+$1.04K	﹤0.01%	812
2020 Q2	–	Sell	-2,800	Closed	-$69K	–	572
2020 Q1	$69K	Sell	2,800 -15,395	-85%	-$537K	0.02%	164
2019 Q4	$752K	Buy	18,195 +9,844	+118%	+$378K	0.15%	99
2019 Q3	$299K	Sell	8,351 -1,960	-19%	-$59.1K	0.07%	141
2019 Q2	$326K	Buy	10,311 +10,185	+8,083%	+$292K	0.07%	133
2019 Q1	$3K	Buy	126 +1	+0.8%	+$27	﹤0.01%	370
2018 Q4	$3K	Buy	+125	New	+$3.05K	﹤0.01%	362
2018 Q3	–	Sell	-3,425	Closed	-$95K	–	453
2018 Q2	$95K	Hold	3,425	–	–	0.02%	176
2018 Q1	$98K	Hold	3,425	–	–	0.02%	170
2017 Q4	$90K	Buy	+3,425	New	+$97K	0.02%	174
2015 Q2	–	Sell	-8,835	Closed	-$207K	–	120
2015 Q1	$207K	Buy	+8,835	New	+$193K	0.07%	114
2014 Q3	–	Sell	-11,580	Closed	-$242K	–	112
2014 Q2	$242K	Sell	11,580 -5,075	-30%	-$94.3K	0.09%	102
2014 Q1	$300K	Sell	16,655 -6,847	-29%	-$123K	0.12%	100
2013 Q4	$410K	Sell	23,502 -2,805	-11%	-$56.9K	0.17%	84
2013 Q3	$570K	Buy	26,307 +1,685	+7%	+$38.4K	0.27%	69
2013 Q2	$502K	Buy	+24,622	New	+$465K	0.25%	75

Other funds holding JBL

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return