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Pegasus Partners’s Jabil JBL Stock Holding History

Pegasus Partners’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
2020
Q1 		– Sell
-9,287
Closed -$384K – 155
2019
Q4 		$384K Sell
9,287
-5,554
-37% -$213K 0.12% 123
2019
Q3 		$531K Sell
14,841
-28,610
-66% -$862K 0.18% 117
2019
Q2 		$1.37M Sell
43,451
-8,628
-17% -$248K 0.41% 78
2019
Q1 		$1.39M Buy
52,079
+7,777
+18% +$208K 0.4% 99
2018
Q4 		$1.1M Sell
44,302
-17,213
-28% -$420K 0.32% 88
2018
Q3 		$1.67M Buy
61,515
+3,496
+6% +$100K 0.37% 96
2018
Q2 		$1.6M Buy
58,019
+6,188
+12% +$174K 0.37% 94
2018
Q1 		$1.49M Buy
51,831
+7,283
+16% +$198K 0.32% 92
2017
Q4 		$1.17M Buy
44,548
+11,017
+33% +$312K 0.24% 115
2017
Q3 		$957K Sell
33,531
-40
-0.1% -$1.21K 0.22% 112
2017
Q2 		$980K Buy
33,571
+852
+3% +$25K 0.26% 103
2017
Q1 		$946K Buy
32,719
+232
+0.7% +$5.93K 0.39% 69
2016
Q4 		$769K Buy
32,487
+1,922
+6% +$41.9K 0.34% 78
2016
Q3 		$667K Sell
30,565
-60
-0.2% -$1.25K 0.32% 81
2016
Q2 		$566K Buy
30,625
+4,045
+15% +$73.6K 0.29% 91
2016
Q1 		$512K Buy
+26,580
New +$536K 0.28% 88

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return