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Charter Oak Partners Management’s Jabil JBL Stock Holding History

Charter Oak Partners Management’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
2013
Q3 		– Sell
-103,029
Closed -$2.1M – 37
2013
Q2 		$2.1M Buy
+103,029
New +$1.94M 1.69% 20

Other funds holding JBL

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Charter Oak Partners Management's JBL Position: Q3 2013 in Review

Charter Oak Partners Management sold out of Jabil (JBL) in Q3 2013, closing a stake of 103,029 shares — an estimated $2.1M sold.

Charter Oak Partners Management first reported a position in JBL in Q2 2013 and held it in 1 quarter. The position peaked at $2.1M in Q2 2013. 341 funds tracked by Wall St. Rank hold JBL as of Q3 2013.

  • Charter Oak Partners Management reported no remaining Jabil position as of Q3 2013 after selling out during the quarter.
  • Charter Oak Partners Management sold 103,029 Jabil shares in Q3 2013, an estimated $2.1M.
  • Charter Oak Partners Management first reported a position in Jabil in Q2 2013 and held it in 1 quarter.
  • Charter Oak Partners Management's Jabil position peaked at $2.1M in Q2 2013.
  • 341 funds tracked by Wall St. Rank held Jabil as of Q3 2013.

Based on Charter Oak Partners Management's 13F filing for Q3 2013, filed 13 Nov 2013.