Laffer Tengler Investments’s Jabil JBL Stock Holding History

Laffer Tengler 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 Q3	–	Sell	-3,380	Closed	-$365K	–	358
2023 Q2	$365K	Buy	3,380 +11	+0.3%	+$969	0.1%	156
2023 Q1	$297K	Buy	3,369 +94	+3%	+$7.57K	0.08%	169
2022 Q4	$223K	Buy	+3,275	New	+$216K	0.06%	191
2015 Q2	–	Sell	-88,072	Closed	-$2.06M	–	236
2015 Q1	$2.06M	Buy	+88,072	New	+$1.92M	0.29%	130
2014 Q4	–	Sell	-88,072	Closed	-$1.79M	–	140
2014 Q3	$1.78M	Hold	88,072	–	–	0.26%	146
2014 Q2	$1.84M	Hold	88,072	–	–	0.28%	150
2014 Q1	$1.59M	Hold	88,072	–	–	0.26%	161
2013 Q4	$1.54M	Buy	+88,072	New	+$1.79M	0.25%	166
2013 Q3	–	Hold	0	–	–	–	149

Other funds holding JBL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Laffer Tengler Investments's JBL Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Jabil (JBL) in Q3 2023, closing a stake of 3,380 shares — an estimated $365K sold.

Laffer Tengler Investments first reported a position in JBL in Q4 2013 and held it in 8 quarters. The position peaked at $2.06M in Q1 2015. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

Laffer Tengler Investments reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 3,380 Jabil shares in Q3 2023, an estimated $365K.
Laffer Tengler Investments first reported a position in Jabil in Q4 2013 and held it in 8 quarters.
Laffer Tengler Investments's Jabil position peaked at $2.06M in Q1 2015.
626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.