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Advisory Research’s Jabil JBL Stock Holding History

Advisory Research’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
Q1 		– Sell
-3,291
Closed -$419K – 241
2023
Q4 		$419K Sell
3,291
-4,981
-60% -$634K 0.06% 262
2023
Q3 		$1.05M Buy
8,272
+1,067
+15% +$117K 0.15% 188
2023
Q2 		$778K Buy
7,205
+2,364
+49% +$208K 0.1% 234
2023
Q1 		$427K Hold
4,841
– – 0.07% 259
2022
Q4 		$330K Hold
4,841
– – 0.03% 285
2022
Q3 		$279K Buy
4,841
+46
+1% +$2.68K 0.03% 284
2022
Q2 		$246K Sell
4,795
-3,666
-43% -$212K 0.02% 293
2022
Q1 		$522K Buy
8,461
+687
+9% +$42.4K 0.04% 244
2021
Q4 		$547K Buy
7,774
+1,543
+25% +$97.5K 0.04% 248
2021
Q3 		$364K Buy
+6,231
New +$370K 0.02% 282
2014
Q2 		– Sell
-3,683
Closed -$66K – 500
2014
Q1 		$66K Buy
+3,683
New +$66.3K ﹤0.01% 695

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return