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Mount Lucas Management’s Jabil JBL Stock Holding History

Mount Lucas 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
2024
Q2 		– Sell
-4,951
Closed -$663K – 175
2024
Q1 		$663K Sell
4,951
-441
-8% -$59.2K 0.18% 117
2023
Q4 		$687K Buy
5,392
+1
+0% +$127 0.2% 107
2023
Q3 		$684K Sell
5,391
-690
-11% -$75.5K 0.24% 93
2023
Q2 		$656K Buy
+6,081
New +$535K 0.22% 106

Other funds holding JBL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Lucas Management's JBL Position: Q2 2024 in Review

Mount Lucas Management sold out of Jabil (JBL) in Q2 2024, closing a stake of 4,951 shares — an estimated $663K sold.

Mount Lucas Management first reported a position in JBL in Q2 2023 and held it in 4 quarters. The position peaked at $687K in Q4 2023. 683 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • Mount Lucas Management reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • Mount Lucas Management sold 4,951 Jabil shares in Q2 2024, an estimated $663K.
  • Mount Lucas Management first reported a position in Jabil in Q2 2023 and held it in 4 quarters.
  • Mount Lucas Management's Jabil position peaked at $687K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on Mount Lucas Management's 13F filing for Q2 2024, filed 6 Aug 2024.