Kula Investments’s Jabil JBL Stock Holding History

Kula Investments’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	-15,773	Closed	-$1.08M	–	732
2022 Q4	$1.08M	Buy	+15,773	New	+$1.04M	0.32%	42

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's JBL Position: Q1 2023 in Review

Kula Investments sold out of Jabil (JBL) in Q1 2023, closing a stake of 15,773 shares — an estimated $1.08M sold.

Kula Investments first reported a position in JBL in Q4 2022 and held it in 1 quarter. The position peaked at $1.08M in Q4 2022. 530 funds tracked by Wall St. Rank hold JBL as of Q1 2023.

Kula Investments reported no remaining Jabil position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 15,773 Jabil shares in Q1 2023, an estimated $1.08M.
Kula Investments first reported a position in Jabil in Q4 2022 and held it in 1 quarter.
Kula Investments's Jabil position peaked at $1.08M in Q4 2022.
530 funds tracked by Wall St. Rank held Jabil as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.