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Wipfli Financial Advisors’s Jabil JBL Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$152K Buy
+2,635
New +$153K 0.01% 541

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's JBL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Jabil (JBL) in Q3 2022: 2,635 shares worth $152K. The stake represents 0.01% of the portfolio and ranks #541 among its holdings.

455 funds tracked by Wall St. Rank hold JBL as of Q3 2022.

  • Wipfli Financial Advisors held 2,635 shares of Jabil worth $152K as of Q3 2022.
  • Jabil was a new Wipfli Financial Advisors position in Q3 2022.
  • Jabil made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #541 holding.
  • 455 funds tracked by Wall St. Rank held Jabil as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.