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Denali Advisors’s Jabil JBL Stock Holding History

Denali Advisors’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
2023
Q1 		– Sell
-300
Closed -$20.5K – 467
2022
Q4 		$20.5K Sell
300
-200
-40% -$13.2K 0.01% 302
2022
Q3 		$29K Sell
500
-300
-38% -$17.5K 0.01% 260
2022
Q2 		$41K Hold
800
– – 0.02% 234
2022
Q1 		$49K Sell
800
-100
-11% -$6.17K 0.02% 244
2021
Q4 		$63K Buy
900
+200
+29% +$12.6K 0.02% 229
2021
Q3 		$41K Buy
+700
New +$41.6K 0.02% 186
2016
Q1 		– Sell
-38,100
Closed -$887K – 299
2015
Q4 		$887K Buy
38,100
+3,000
+9% +$71.4K 0.2% 93
2015
Q3 		$785K Buy
+35,100
New +$697K 0.18% 103
2015
Q2 		– Sell
-9,900
Closed -$231K – 298
2015
Q1 		$231K Sell
9,900
-43,500
-81% -$949K 0.05% 128
2014
Q4 		$1.17M Sell
53,400
-36,200
-40% -$736K 0.33% 80
2014
Q3 		$1.81M Sell
89,600
-69,000
-44% -$1.44M 0.52% 67
2014
Q2 		$3.31M Sell
158,600
-22,200
-12% -$413K 0.91% 39
2014
Q1 		$3.25M Sell
180,800
-32,300
-15% -$582K 0.94% 42
2013
Q4 		$3.72M Buy
213,100
+81,800
+62% +$1.66M 1.17% 30
2013
Q3 		$2.85M Buy
131,300
+33,300
+34% +$759K 0.98% 38
2013
Q2 		$2M Buy
+98,000
New +$1.85M 0.74% 46

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Denali Advisors's JBL Position: Q1 2023 in Review

Denali Advisors sold out of Jabil (JBL) in Q1 2023, closing a stake of 300 shares — an estimated $20.5K sold.

Denali Advisors first reported a position in JBL in Q2 2013 and held it in 16 quarters. The position peaked at $3.72M in Q4 2013. 530 funds tracked by Wall St. Rank hold JBL as of Q1 2023.

  • Denali Advisors reported no remaining Jabil position as of Q1 2023 after selling out during the quarter.
  • Denali Advisors sold 300 Jabil shares in Q1 2023, an estimated $20.5K.
  • Denali Advisors first reported a position in Jabil in Q2 2013 and held it in 16 quarters.
  • Denali Advisors's Jabil position peaked at $3.72M in Q4 2013.
  • 530 funds tracked by Wall St. Rank held Jabil as of Q1 2023.

Based on Denali Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.