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Meritage Portfolio Management’s Jabil JBL Stock Holding History

Meritage Portfolio 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
2014
Q1 		– Sell
-159,985
Closed -$2.79M – 207
2013
Q4 		$2.79M Buy
+159,985
New +$3.25M 0.35% 143

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Meritage Portfolio Management's JBL Position: Q1 2014 in Review

Meritage Portfolio Management sold out of Jabil (JBL) in Q1 2014, closing a stake of 159,985 shares — an estimated $2.79M sold.

Meritage Portfolio Management first reported a position in JBL in Q4 2013 and held it in 1 quarter. The position peaked at $2.79M in Q4 2013. 315 funds tracked by Wall St. Rank hold JBL as of Q1 2014.

  • Meritage Portfolio Management reported no remaining Jabil position as of Q1 2014 after selling out during the quarter.
  • Meritage Portfolio Management sold 159,985 Jabil shares in Q1 2014, an estimated $2.79M.
  • Meritage Portfolio Management first reported a position in Jabil in Q4 2013 and held it in 1 quarter.
  • Meritage Portfolio Management's Jabil position peaked at $2.79M in Q4 2013.
  • 315 funds tracked by Wall St. Rank held Jabil as of Q1 2014.

Based on Meritage Portfolio Management's 13F filing for Q1 2014, filed 29 Apr 2014.