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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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Advisory Research's JBL Position: Q1 2024 in Review

Advisory Research sold out of Jabil (JBL) in Q1 2024, closing a stake of 3,291 shares — an estimated $419K sold.

Advisory Research first reported a position in JBL in Q1 2014 and held it in 11 quarters. The position peaked at $1.05M in Q3 2023. 683 funds tracked by Wall St. Rank hold JBL as of Q1 2024.

  • Advisory Research reported no remaining Jabil position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 3,291 Jabil shares in Q1 2024, an estimated $419K.
  • Advisory Research first reported a position in Jabil in Q1 2014 and held it in 11 quarters.
  • Advisory Research's Jabil position peaked at $1.05M in Q3 2023.
  • 683 funds tracked by Wall St. Rank held Jabil as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.