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Unique Wealth Strategies’s Jabil JBL Stock Holding History

Unique Wealth Strategies’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
-3
Closed -$402 – 443
2024
Q2 		$402 Buy
+3
New +$364 ﹤0.01% 620

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

Unique Wealth Strategies's JBL Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Jabil (JBL) in Q3 2024, closing a stake of 3 shares — an estimated $402 sold.

Unique Wealth Strategies first reported a position in JBL in Q2 2024 and held it in 1 quarter. The position peaked at $402 in Q2 2024. 700 funds tracked by Wall St. Rank hold JBL as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Jabil position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 3 Jabil shares in Q3 2024, an estimated $402.
  • Unique Wealth Strategies first reported a position in Jabil in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Jabil position peaked at $402 in Q2 2024.
  • 700 funds tracked by Wall St. Rank held Jabil as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.