Needham Investment Management’s Jabil JBL Stock Holding History

Needham Investment 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
2017 Q2	–	Sell	-230,000	Closed	-$6.65M	–	102
2017 Q1	$6.65M	Sell	230,000 -222,500	-49%	-$5.69M	1.71%	22
2016 Q4	$10.7M	Hold	452,500	–	–	2.74%	11
2016 Q3	$9.87M	Hold	452,500	–	–	2.61%	11
2016 Q2	$8.36M	Buy	452,500 +7,500	+2%	+$136K	2.31%	12
2016 Q1	$8.57M	Hold	445,000	–	–	2.24%	13
2015 Q4	$10.4M	Hold	445,000	–	–	2.58%	11
2015 Q3	$9.96M	Hold	445,000	–	–	2.49%	12
2015 Q2	$9.47M	Hold	445,000	–	–	2.05%	16
2015 Q1	$10.4M	Hold	445,000	–	–	2.22%	14
2014 Q4	$9.71M	Sell	445,000 -10,000	-2%	-$203K	2.04%	14
2014 Q3	$9.18M	Hold	455,000	–	–	2.03%	14
2014 Q2	$9.51M	Hold	455,000	–	–	1.98%	16
2014 Q1	$8.19M	Sell	455,000 -39,700	-8%	-$715K	1.73%	22
2013 Q4	$8.63M	Sell	494,700 -146,550	-23%	-$2.97M	1.78%	18
2013 Q3	$13.9M	Buy	641,250 +61,250	+11%	+$1.4M	3.11%	7
2013 Q2	$11.8M	Buy	+580,000	New	+$10.9M	2.76%	8

Other funds holding JBL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Needham Investment Management's JBL Position: Q2 2017 in Review

Needham Investment Management sold out of Jabil (JBL) in Q2 2017, closing a stake of 230,000 shares — an estimated $6.65M sold.

Needham Investment Management first reported a position in JBL in Q2 2013 and held it in 16 quarters. The position peaked at $13.9M in Q3 2013. 299 funds tracked by Wall St. Rank hold JBL as of Q2 2017.

Needham Investment Management reported no remaining Jabil position as of Q2 2017 after selling out during the quarter.
Needham Investment Management sold 230,000 Jabil shares in Q2 2017, an estimated $6.65M.
Needham Investment Management first reported a position in Jabil in Q2 2013 and held it in 16 quarters.
Needham Investment Management's Jabil position peaked at $13.9M in Q3 2013.
299 funds tracked by Wall St. Rank held Jabil as of Q2 2017.

Based on Needham Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.