M.D. Sass LLC’s Jabil JBL Stock Holding History

M.D. Sass LLC’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
2025 Q2	–	Sell	-260,953	Closed	-$35.5M	–	37
2025 Q1	$35.5M	Sell	260,953 -157,027	-38%	-$24.1M	3.13%	18
2024 Q4	$60.1M	Buy	417,980 +5,543	+1%	+$727K	4.53%	11
2024 Q3	$49.4M	Sell	412,437 -178,134	-30%	-$19.3M	3.66%	14
2024 Q2	$64.2M	Buy	590,571 +307,654	+109%	+$37.3M	4.62%	8
2024 Q1	$37.9M	Buy	282,917 +57,204	+25%	+$7.68M	4.27%	10
2023 Q4	$28.8M	Buy	+225,713	New	+$28.7M	3.46%	16

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M.D. Sass LLC's JBL Position: Q2 2025 in Review

M.D. Sass LLC sold out of Jabil (JBL) in Q2 2025, closing a stake of 260,953 shares — an estimated $35.5M sold.

M.D. Sass LLC first reported a position in JBL in Q4 2023 and held it in 6 quarters. The position peaked at $64.2M in Q2 2024. 875 funds tracked by Wall St. Rank hold JBL as of Q2 2025.

M.D. Sass LLC reported no remaining Jabil position as of Q2 2025 after selling out during the quarter.
M.D. Sass LLC sold 260,953 Jabil shares in Q2 2025, an estimated $35.5M.
M.D. Sass LLC first reported a position in Jabil in Q4 2023 and held it in 6 quarters.
M.D. Sass LLC's Jabil position peaked at $64.2M in Q2 2024.
875 funds tracked by Wall St. Rank held Jabil as of Q2 2025.

Based on M.D. Sass LLC's 13F filing for Q2 2025, filed 13 Aug 2025.