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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return