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WR Wealth Planners’s Jabil JBL Stock Holding History

WR Wealth Planners’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
Q4 		$24K Buy
167
+43
+35% +$5.64K 0.01% 432
2024
Q3 		$14.9K Sell
124
-5
-4% -$543 ﹤0.01% 564
2024
Q2 		$14K Buy
129
+47
+57% +$5.7K ﹤0.01% 514
2024
Q1 		$11K Buy
+82
New +$11K ﹤0.01% 583
2023
Q4 		– Sell
-50
Closed -$6.34K – 536
2023
Q3 		$6.34K Hold
50
– – ﹤0.01% 640
2023
Q2 		$5.4K Buy
+50
New +$4.4K ﹤0.01% 673

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WR Wealth Planners's JBL Position: Q4 2024 in Review

WR Wealth Planners increased its Jabil (JBL) stake by 35% in Q4 2024, buying an estimated $5.64K and bringing the position to 167 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #432.

WR Wealth Planners first reported a position in JBL in Q2 2023 and has held it in 6 quarters since. 777 funds tracked by Wall St. Rank hold JBL as of Q4 2024.

  • WR Wealth Planners held 167 shares of Jabil worth $24K as of Q4 2024.
  • WR Wealth Planners bought 43 Jabil shares in Q4 2024, an estimated $5.64K.
  • Jabil made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #432 holding.
  • WR Wealth Planners first reported a position in Jabil in Q2 2023 and has held it in 6 quarters since.
  • 777 funds tracked by Wall St. Rank held Jabil as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.