NCM
JBL icon

New Capital Management’s Jabil JBL Stock Holding History

New Capital 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
2018
Q1 		– Sell
-100
Closed -$3K – 161
2017
Q4 		$3K Hold
100
– – ﹤0.01% 151
2017
Q3 		$3K Hold
100
– – 0.01% 155
2017
Q2 		$3K Hold
100
– – 0.01% 154
2017
Q1 		$3K Hold
100
– – 0.01% 154
2016
Q4 		$2K Buy
+100
New +$2.18K ﹤0.01% 153

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

New Capital Management's JBL Position: Q1 2018 in Review

New Capital Management sold out of Jabil (JBL) in Q1 2018, closing a stake of 100 shares — an estimated $3K sold.

New Capital Management first reported a position in JBL in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 342 funds tracked by Wall St. Rank hold JBL as of Q1 2018.

  • New Capital Management reported no remaining Jabil position as of Q1 2018 after selling out during the quarter.
  • New Capital Management sold 100 Jabil shares in Q1 2018, an estimated $3K.
  • New Capital Management first reported a position in Jabil in Q4 2016 and held it in 5 quarters.
  • New Capital Management's Jabil position peaked at $3K in Q4 2017.
  • 342 funds tracked by Wall St. Rank held Jabil as of Q1 2018.

Based on New Capital Management's 13F filing for Q1 2018, filed 12 Apr 2018.