Convergence Investment Partners’s Jabil JBL Stock Holding History

Convergence Investment 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 Q2	$2.93M	Sell	7,607 -8,951	-54%	-$3.09M	0.28%	128
2026 Q1	$4.4M	Sell	16,558 -6,528	-28%	-$1.64M	0.72%	39
2025 Q4	$5.26M	Buy	23,086 +16,724	+263%	+$3.57M	1.05%	20
2025 Q3	$1.38M	Sell	6,362 -8,278	-57%	-$1.8M	0.31%	116
2025 Q2	$3.19M	Buy	14,640 +11,548	+373%	+$1.87M	0.81%	30
2025 Q1	$421K	Buy	+3,092	New	+$475K	0.12%	199
2023 Q4	–	Sell	-4,032	Closed	-$512K	–	203
2023 Q3	$512K	Buy	4,032 +141	+4%	+$15.4K	0.3%	90
2023 Q2	$420K	Sell	3,891 -1,820	-32%	-$160K	0.24%	99
2023 Q1	$503K	Sell	5,711 -1,705	-23%	-$137K	0.3%	89
2022 Q4	$506K	Sell	7,416 -1,264	-15%	-$83.5K	0.3%	92
2022 Q3	$501K	Sell	8,680 -502	-5%	-$29.2K	0.33%	89
2022 Q2	$470K	Sell	9,182 -1,628	-15%	-$94.3K	0.28%	93
2022 Q1	$667K	Buy	10,810 +3,124	+41%	+$193K	0.34%	89
2021 Q4	$541K	Buy	7,686 +1,140	+17%	+$72K	0.28%	92
2021 Q3	$382K	Buy	6,546 +1,918	+41%	+$114K	0.21%	116
2021 Q2	$269K	Sell	4,628 -625	-12%	-$34.4K	0.12%	181
2021 Q1	$274K	Buy	5,253 +473	+10%	+$21.5K	0.13%	173
2020 Q4	$203K	Sell	4,780 -27,807	-85%	-$1.05M	0.1%	183
2020 Q3	$1.12M	Buy	+32,587	New	+$1.09M	0.39%	91
2020 Q2	–	Sell	-27,525	Closed	-$677K	–	232
2020 Q1	$677K	Sell	27,525 -5,683	-17%	-$198K	0.3%	109
2019 Q4	$1.37M	Sell	33,208 -11,784	-26%	-$452K	0.39%	84
2019 Q3	$1.61M	Buy	44,992 +36,925	+458%	+$1.11M	0.45%	62
2019 Q2	$255K	Sell	8,067 -19,228	-70%	-$552K	0.06%	213
2019 Q1	$726K	Buy	27,295 +16,080	+143%	+$429K	0.16%	177
2018 Q4	$278K	Sell	11,215 -6,202	-36%	-$151K	0.06%	262
2018 Q3	$472K	Sell	17,417 -15,615	-47%	-$447K	0.1%	226
2018 Q2	$914K	Sell	33,032 -70,612	-68%	-$1.98M	0.13%	210
2018 Q1	$2.98M	Sell	103,644 -52,998	-34%	-$1.44M	0.39%	98
2017 Q4	$4.11M	Buy	156,642 +115,243	+278%	+$3.26M	0.55%	47
2017 Q3	$1.18M	Sell	41,399 -50,368	-55%	-$1.52M	0.17%	219
2017 Q2	$2.68M	Sell	91,767 -67,147	-42%	-$1.97M	0.39%	87
2017 Q1	$4.6M	Sell	158,914 -36,375	-19%	-$930K	0.65%	24
2016 Q4	$4.62M	Buy	195,289 +20,762	+12%	+$452K	0.64%	29
2016 Q3	$3.81M	Buy	174,527 +69,003	+65%	+$1.44M	0.56%	42
2016 Q2	$1.95M	Sell	105,524 -115,409	-52%	-$2.1M	0.27%	133
2016 Q1	$4.26M	Buy	220,933 +75,115	+52%	+$1.52M	0.51%	62
2015 Q4	$3.4M	Buy	145,818 +2,579	+2%	+$61.4K	0.38%	94
2015 Q3	$3.2M	Sell	143,239 -75,147	-34%	-$1.49M	0.37%	95
2015 Q2	$4.65M	Buy	218,386 +162,955	+294%	+$3.84M	0.46%	65
2015 Q1	$1.3M	Sell	55,431 -14,023	-20%	-$306K	0.18%	221
2014 Q4	$1.52M	Buy	+69,454	New	+$1.41M	0.2%	174
2014 Q1	–	Sell	-90,747	Closed	-$1.58M	–	401
2013 Q4	$1.58M	Buy	+90,747	New	+$1.84M	0.26%	134

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Convergence Investment Partners's JBL Position: Q2 2026 in Review

Convergence Investment Partners reduced its Jabil (JBL) stake by 54% in Q2 2026, selling an estimated $3.09M and leaving 7,607 shares worth $2.93M. The position accounts for 0.28% of the portfolio, ranked #128.

Convergence Investment Partners first reported a position in JBL in Q4 2013 and has held it in 42 quarters since. The position peaked at $5.26M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Convergence Investment Partners held 7,607 shares of Jabil worth $2.93M as of Q2 2026.
Convergence Investment Partners sold 8,951 Jabil shares in Q2 2026, an estimated $3.09M.
Jabil made up 0.28% of Convergence Investment Partners's portfolio in Q2 2026, its #128 holding.
Convergence Investment Partners first reported a position in Jabil in Q4 2013 and has held it in 42 quarters since.
Convergence Investment Partners's Jabil position peaked at $5.26M in Q4 2025.
1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.