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United Asset Strategies’s Jabil JBL Stock Holding History

United Asset 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
Q2 		– Sell
-10,718
Closed -$1.44M – 236
2024
Q1 		$1.44M Buy
10,718
+435
+4% +$58.4K 0.14% 124
2023
Q4 		$1.31M Sell
10,283
-2,313
-18% -$295K 0.15% 126
2023
Q3 		$1.6M Sell
12,596
-1,094
-8% -$120K 0.21% 103
2023
Q2 		$1.48M Buy
+13,690
New +$1.21M 0.18% 112

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

United Asset Strategies's JBL Position: Q2 2024 in Review

United Asset Strategies sold out of Jabil (JBL) in Q2 2024, closing a stake of 10,718 shares — an estimated $1.44M sold.

United Asset Strategies first reported a position in JBL in Q2 2023 and held it in 4 quarters. The position peaked at $1.6M in Q3 2023. 682 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • United Asset Strategies reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • United Asset Strategies sold 10,718 Jabil shares in Q2 2024, an estimated $1.44M.
  • United Asset Strategies first reported a position in Jabil in Q2 2023 and held it in 4 quarters.
  • United Asset Strategies's Jabil position peaked at $1.6M in Q3 2023.
  • 682 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on United Asset Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.