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Strategic Investment Management’s Jabil JBL Stock Holding History

Strategic Investment 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
2016
Q3 		– Sell
-12,609
Closed -$232K – 111
2016
Q2 		$232K Hold
12,609
– – 0.12% 55
2016
Q1 		$242K Hold
12,609
– – 0.12% 64
2015
Q4 		$293K Sell
12,609
-2,709
-18% -$64.4K 0.16% 52
2015
Q3 		$342K Sell
15,318
-10,577
-41% -$210K 0.13% 27
2015
Q2 		$551K Buy
25,895
+7,798
+43% +$184K 0.36% 13
2015
Q1 		$423K Buy
18,097
+2,256
+14% +$49.2K 0.17% 18
2014
Q4 		$345K Buy
+15,841
New +$322K 0.1% 29

Other funds holding JBL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strategic Investment Management's JBL Position: Q3 2016 in Review

Strategic Investment Management sold out of Jabil (JBL) in Q3 2016, closing a stake of 12,609 shares — an estimated $232K sold.

Strategic Investment Management first reported a position in JBL in Q4 2014 and held it in 7 quarters. The position peaked at $551K in Q2 2015. 292 funds tracked by Wall St. Rank hold JBL as of Q3 2016.

  • Strategic Investment Management reported no remaining Jabil position as of Q3 2016 after selling out during the quarter.
  • Strategic Investment Management sold 12,609 Jabil shares in Q3 2016, an estimated $232K.
  • Strategic Investment Management first reported a position in Jabil in Q4 2014 and held it in 7 quarters.
  • Strategic Investment Management's Jabil position peaked at $551K in Q2 2015.
  • 292 funds tracked by Wall St. Rank held Jabil as of Q3 2016.

Based on Strategic Investment Management's 13F filing for Q3 2016, filed 15 Nov 2016.