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Herald Investment Management’s Jabil JBL Stock Holding History

Herald Investment 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
2015
Q1 		– Sell
-20,000
Closed -$437K – 86
2014
Q4 		$437K Hold
20,000
– – 0.17% 74
2014
Q3 		$419K Hold
20,000
– – 0.17% 77
2014
Q2 		$418K Hold
20,000
– – 0.17% 72
2014
Q1 		$354K Hold
20,000
– – 0.14% 75
2013
Q4 		$349K Hold
20,000
– – 0.14% 73
2013
Q3 		$434K Hold
20,000
– – 0.19% 69
2013
Q2 		$408K Buy
+20,000
New +$377K 0.19% 70

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Herald Investment Management's JBL Position: Q1 2015 in Review

Herald Investment Management sold out of Jabil (JBL) in Q1 2015, closing a stake of 20,000 shares — an estimated $437K sold.

Herald Investment Management first reported a position in JBL in Q2 2013 and held it in 7 quarters. The position peaked at $437K in Q4 2014. 324 funds tracked by Wall St. Rank hold JBL as of Q1 2015.

  • Herald Investment Management reported no remaining Jabil position as of Q1 2015 after selling out during the quarter.
  • Herald Investment Management sold 20,000 Jabil shares in Q1 2015, an estimated $437K.
  • Herald Investment Management first reported a position in Jabil in Q2 2013 and held it in 7 quarters.
  • Herald Investment Management's Jabil position peaked at $437K in Q4 2014.
  • 324 funds tracked by Wall St. Rank held Jabil as of Q1 2015.

Based on Herald Investment Management's 13F filing for Q1 2015, filed 22 May 2015.