Smith Graham & Co Investment Advisors’s Jabil JBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$7.38M Sell
57,925
-14,625
-20% -$1.86M 0.85% 39
2023
Q3
$9.21M Sell
72,550
-15,953
-18% -$1.74M 1.14% 15
2023
Q2
$9.55M Sell
88,503
-16,711
-16% -$1.47M 1.16% 15
2023
Q1
$9.28M Sell
105,214
-18,125
-15% -$1.46M 1.13% 15
2022
Q4
$8.41M Sell
123,339
-3,275
-3% -$216K 1.03% 25
2022
Q3
$7.31M Sell
126,614
-7,911
-6% -$460K 0.97% 28
2022
Q2
$6.89M Sell
134,525
-3,599
-3% -$208K 0.85% 46
2022
Q1
$8.53M Buy
138,124
+4,645
+3% +$286K 0.89% 43
2021
Q4
$9.39M Sell
133,479
-1,957
-1% -$124K 0.93% 30
2021
Q3
$7.91M Sell
135,436
-14,940
-10% -$888K 0.79% 48
2021
Q2
$8.74M Sell
150,376
-23,494
-14% -$1.29M 0.77% 51
2021
Q1
$9.07M Sell
173,870
-23,114
-12% -$1.05M 0.74% 51
2020
Q4
$8.38M Sell
196,984
-18,276
-8% -$692K 0.77% 52
2020
Q3
$7.38M Sell
215,260
-9,063
-4% -$303K 0.84% 40
2020
Q2
$7.2M Buy
224,323
+902
+0.4% +$26K 0.87% 41
2020
Q1
$5.49M Buy
223,421
+2,292
+1% +$79.9K 0.86% 42
2019
Q4
$9.14M Sell
221,129
-31,521
-12% -$1.21M 0.89% 36
2019
Q3
$9.04M Buy
252,650
+860
+0.3% +$25.9K 0.96% 25
2019
Q2
$7.96M Sell
251,790
-28,180
-10% -$809K 0.86% 44
2019
Q1
$7.44M Buy
279,970
+2,830
+1% +$75.6K 0.82% 48
2018
Q4
$6.87M Sell
277,140
-1,100
-0.4% -$26.9K 0.84% 43
2018
Q3
$7.54M Buy
278,240
+20,360
+8% +$583K 0.71% 62
2018
Q2
$7.13M Buy
257,880
+36,670
+17% +$1.03M 0.67% 74
2018
Q1
$6.36M Sell
221,210
-2,160
-1% -$58.8K 0.61% 91
2017
Q4
$5.86M Buy
223,370
+73,430
+49% +$2.08M 0.55% 105
2017
Q3
$4.28M Sell
149,940
-1,130
-0.7% -$34.2K 0.45% 110
2017
Q2
$4.41M Sell
151,070
-1,220
-0.8% -$35.9K 0.48% 104
2017
Q1
$4.4M Sell
152,290
-940
-0.6% -$24K 0.47% 103
2016
Q4
$3.63M Sell
153,230
-11,900
-7% -$259K 0.39% 119
2016
Q3
$3.6M Sell
165,130
-2,390
-1% -$49.8K 0.46% 118
2016
Q2
$3.09M Sell
167,520
-740
-0.4% -$13.5K 0.43% 131
2016
Q1
$3.24M Buy
168,260
+62,570
+59% +$1.26M 0.42% 126
2015
Q4
$2.46M Buy
+105,690
New +$2.51M 0.35% 132

Other funds holding JBL

Smith Graham & Co Investment Advisors's JBL Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors reduced its Jabil (JBL) stake by 20% in Q4 2023, selling an estimated $1.86M and leaving 57,925 shares worth $7.38M. The position accounts for 0.85% of the portfolio, ranked #39.

Smith Graham & Co Investment Advisors first reported a position in JBL in Q4 2015 and has held it in 33 quarters since. The position peaked at $9.55M in Q2 2023. 681 funds tracked by Wall St. Rank hold JBL as of Q4 2023.

  • Smith Graham & Co Investment Advisors held 57,925 shares of Jabil worth $7.38M as of Q4 2023.
  • Smith Graham & Co Investment Advisors sold 14,625 Jabil shares in Q4 2023, an estimated $1.86M.
  • Jabil made up 0.85% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #39 holding.
  • Smith Graham & Co Investment Advisors first reported a position in Jabil in Q4 2015 and has held it in 33 quarters since.
  • Smith Graham & Co Investment Advisors's Jabil position peaked at $9.55M in Q2 2023.
  • 681 funds tracked by Wall St. Rank held Jabil as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.