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IBM Retirement Fund’s Jabil JBL Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-4,021
Closed -$235K – 631
2021
Q3 		$235K Hold
4,021
– – 0.02% 660
2021
Q2 		$234K Sell
4,021
-867
-18% -$47.7K 0.02% 686
2021
Q1 		$255K Sell
4,888
-596
-11% -$27.1K 0.02% 679
2020
Q4 		$233K Buy
+5,484
New +$208K 0.02% 706
2017
Q1 		– Sell
-14,852
Closed -$352K – 544
2016
Q4 		$352K Sell
14,852
-2,551
-15% -$55.6K 0.01% 722
2016
Q3 		$380K Sell
17,403
-1,481
-8% -$30.8K 0.02% 745
2016
Q2 		$349K Sell
18,884
-498
-3% -$9.06K 0.01% 795
2016
Q1 		$373K Sell
19,382
-25,390
-57% -$512K 0.01% 752
2015
Q4 		$1.04M Buy
44,772
+3,370
+8% +$80.2K 0.02% 725
2015
Q3 		$926K Sell
41,402
-3,575
-8% -$71K 0.02% 670
2015
Q2 		$958K Sell
44,977
-3,045
-6% -$71.8K 0.02% 773
2015
Q1 		$1.12M Hold
48,022
– – 0.02% 701
2014
Q4 		$1.05M Buy
48,022
+4,365
+10% +$88.8K 0.02% 718
2014
Q3 		$881K Sell
43,657
-5,754
-12% -$120K 0.02% 744
2014
Q2 		$1.04M Sell
49,411
-508
-1% -$9.44K 0.02% 762
2014
Q1 		$908K Sell
49,919
-28,780
-37% -$518K 0.02% 796
2013
Q4 		$1.37M Sell
78,699
-3,250
-4% -$65.9K 0.02% 800
2013
Q3 		$1.78M Sell
81,949
-11,580
-12% -$264K 0.02% 684
2013
Q2 		$1.91M Buy
+93,529
New +$1.77M 0.02% 670

Other funds holding JBL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

IBM Retirement Fund's JBL Position: Q4 2021 in Review

IBM Retirement Fund sold out of Jabil (JBL) in Q4 2021, closing a stake of 4,021 shares — an estimated $235K sold.

IBM Retirement Fund first reported a position in JBL in Q2 2013 and held it in 19 quarters. The position peaked at $1.91M in Q2 2013. 417 funds tracked by Wall St. Rank hold JBL as of Q4 2021.

  • IBM Retirement Fund reported no remaining Jabil position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 4,021 Jabil shares in Q4 2021, an estimated $235K.
  • IBM Retirement Fund first reported a position in Jabil in Q2 2013 and held it in 19 quarters.
  • IBM Retirement Fund's Jabil position peaked at $1.91M in Q2 2013.
  • 417 funds tracked by Wall St. Rank held Jabil as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.