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Newfound Research’s Jabil JBL Stock Holding History

Newfound Research’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
-39
Closed -$1K – 209
2017
Q4 		$1K Sell
39
-3
-7% -$85 ﹤0.01% 143
2017
Q3 		$1K Sell
42
-3
-7% -$91 ﹤0.01% 140
2017
Q2 		$1K Sell
45
-3
-6% -$88 ﹤0.01% 138
2017
Q1 		$1K Sell
48
-3
-6% -$77 ﹤0.01% 136
2016
Q4 		$1K Sell
51
-1
-2% -$22 ﹤0.01% 113
2016
Q3 		$1K Sell
52
-1
-2% -$21 ﹤0.01% 123
2016
Q2 		$1K Buy
+53
New +$965 ﹤0.01% 115

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 $3.38T AUM 44.17% 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

Newfound Research's JBL Position: Q1 2018 in Review

Newfound Research sold out of Jabil (JBL) in Q1 2018, closing a stake of 39 shares — an estimated $1K sold.

Newfound Research first reported a position in JBL in Q2 2016 and held it in 7 quarters. The position peaked at $1K in Q4 2017. 342 funds tracked by Wall St. Rank hold JBL as of Q1 2018.

  • Newfound Research reported no remaining Jabil position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 39 Jabil shares in Q1 2018, an estimated $1K.
  • Newfound Research first reported a position in Jabil in Q2 2016 and held it in 7 quarters.
  • Newfound Research's Jabil position peaked at $1K in Q4 2017.
  • 342 funds tracked by Wall St. Rank held Jabil as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.