E
JBL icon

Ergoteles’s Jabil JBL Stock Holding History

Ergoteles’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
Q3 		– Sell
-38,318
Closed -$4.14M – 458
2023
Q2 		$4.14M Buy
+38,318
New +$3.37M 0.2% 124
2022
Q4 		– Sell
-103,588
Closed -$5.98M – 1670
2022
Q3 		$5.98M Buy
+103,588
New +$6.03M 0.21% 95
2020
Q4 		– Sell
-50,200
Closed -$1.72M – 794
2020
Q3 		$1.72M Buy
+50,200
New +$1.68M 0.23% 79

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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

Ergoteles's JBL Position: Q3 2023 in Review

Ergoteles sold out of Jabil (JBL) in Q3 2023, closing a stake of 38,318 shares — an estimated $4.14M sold.

Ergoteles first reported a position in JBL in Q3 2020 and held it in 3 quarters. The position peaked at $5.98M in Q3 2022. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

  • Ergoteles reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 38,318 Jabil shares in Q3 2023, an estimated $4.14M.
  • Ergoteles first reported a position in Jabil in Q3 2020 and held it in 3 quarters.
  • Ergoteles's Jabil position peaked at $5.98M in Q3 2022.
  • 626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.