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Transform Wealth’s Jabil JBL Stock Holding History

Transform 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
2024
Q3 		– Sell
-10,199
Closed -$1.11M – 228
2024
Q2 		$1.11M Sell
10,199
-78,888
-89% -$9.56M 0.08% 122
2024
Q1 		$11.9M Buy
89,087
+6,731
+8% +$904K 1.13% 25
2023
Q4 		$10.5M Buy
82,356
+4,534
+6% +$577K 1.02% 25
2023
Q3 		$9.87M Buy
77,822
+2,557
+3% +$280K 1.04% 25
2023
Q2 		$8.12M Buy
+75,265
New +$6.63M 0.73% 44

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

Transform Wealth's JBL Position: Q3 2024 in Review

Transform Wealth sold out of Jabil (JBL) in Q3 2024, closing a stake of 10,199 shares — an estimated $1.11M sold.

Transform Wealth first reported a position in JBL in Q2 2023 and held it in 5 quarters. The position peaked at $11.9M in Q1 2024. 700 funds tracked by Wall St. Rank hold JBL as of Q3 2024.

  • Transform Wealth reported no remaining Jabil position as of Q3 2024 after selling out during the quarter.
  • Transform Wealth sold 10,199 Jabil shares in Q3 2024, an estimated $1.11M.
  • Transform Wealth first reported a position in Jabil in Q2 2023 and held it in 5 quarters.
  • Transform Wealth's Jabil position peaked at $11.9M in Q1 2024.
  • 700 funds tracked by Wall St. Rank held Jabil as of Q3 2024.

Based on Transform Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.