Cerity Partners

Cerity Partners’s Jabil JBL Stock Holding History

Cerity Partners’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
2026 Q1	$25.5M	Buy	95,875 +4,523	+5%	+$1.14M	0.04%	371
2025 Q4	$20.8M	Sell	91,352 -2,476	-3%	-$528K	0.03%	410
2025 Q3	$20.4M	Sell	93,828 -1,831	-2%	-$399K	0.03%	379
2025 Q2	$20.9M	Buy	95,659 +5,933	+7%	+$962K	0.04%	353
2025 Q1	$12.2M	Buy	89,726 +14,319	+19%	+$2.2M	0.03%	442
2024 Q4	$10.7M	Buy	75,407 +4,168	+6%	+$547K	0.02%	463
2024 Q3	$8.54M	Sell	71,239 -4,808	-6%	-$522K	0.02%	536
2024 Q2	$8.27M	Sell	76,047 -1,524	-2%	-$185K	0.02%	475
2024 Q1	$10.4M	Buy	77,571 +1,466	+2%	+$197K	0.03%	447
2023 Q4	$9.7M	Sell	76,105 -2,763	-4%	-$352K	0.03%	382
2023 Q3	$10M	Sell	78,868 -13,547	-15%	-$1.48M	0.05%	298
2023 Q2	$9.97M	Sell	92,415 -2,951	-3%	-$260K	0.04%	347
2023 Q1	$7.42M	Sell	95,366 -111,098	-54%	-$8.95M	0.02%	413
2022 Q4	$14.1M	Sell	206,464 -15,449	-7%	-$1.02M	0.09%	211
2022 Q3	$12.8M	Sell	221,913 -630	-0.3%	-$36.7K	0.15%	130
2022 Q2	$11.4M	Buy	+222,543	New	+$12.9M	0.13%	152

Other funds holding JBL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return