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Richard Bernstein Advisors’s Jabil JBL Stock Holding History

Richard Bernstein Advisors’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
2015
Q3 		– Sell
-156,042
Closed -$3.32M – 171
2015
Q2 		$3.32M Sell
156,042
-7,567
-5% -$178K 0.4% 102
2015
Q1 		$3.83M Hold
163,609
– – 0.5% 74
2014
Q4 		$3.57M Hold
163,609
– – 0.37% 110
2014
Q3 		$3.3M Buy
+163,609
New +$3.42M 0.35% 112

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Richard Bernstein Advisors's JBL Position: Q3 2015 in Review

Richard Bernstein Advisors sold out of Jabil (JBL) in Q3 2015, closing a stake of 156,042 shares — an estimated $3.32M sold.

Richard Bernstein Advisors first reported a position in JBL in Q3 2014 and held it in 4 quarters. The position peaked at $3.83M in Q1 2015. 321 funds tracked by Wall St. Rank hold JBL as of Q3 2015.

  • Richard Bernstein Advisors reported no remaining Jabil position as of Q3 2015 after selling out during the quarter.
  • Richard Bernstein Advisors sold 156,042 Jabil shares in Q3 2015, an estimated $3.32M.
  • Richard Bernstein Advisors first reported a position in Jabil in Q3 2014 and held it in 4 quarters.
  • Richard Bernstein Advisors's Jabil position peaked at $3.83M in Q1 2015.
  • 321 funds tracked by Wall St. Rank held Jabil as of Q3 2015.

Based on Richard Bernstein Advisors's 13F filing for Q3 2015, filed 29 Oct 2015.