SummerHaven Investment Management’s Jabil JBL Stock Holding History

SummerHaven 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
2023 Q3	–	Sell	-13,609	Closed	-$1.47M	–	233
2023 Q2	$1.47M	Sell	13,609 -1,543	-10%	-$136K	0.93%	8
2023 Q1	$1.34M	Buy	15,152 +201	+1%	+$16.2K	0.78%	11
2022 Q4	$1.02M	Buy	14,951 +163	+1%	+$10.8K	0.61%	36
2022 Q3	$853K	Sell	14,788 -780	-5%	-$45.4K	0.59%	28
2022 Q2	$797K	Hold	15,568	–	–	0.54%	86
2022 Q1	$961K	Buy	15,568 +689	+5%	+$42.5K	0.54%	63
2021 Q4	$1.05M	Hold	14,879	–	–	0.57%	48
2021 Q3	$868K	Buy	14,879 +1,137	+8%	+$67.6K	0.51%	81
2021 Q2	$799K	Buy	13,742 +342	+3%	+$18.8K	0.46%	101
2021 Q1	$699K	Hold	13,400	–	–	0.43%	127
2020 Q4	$570K	Buy	+13,400	New	+$508K	0.44%	134

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SummerHaven Investment Management's JBL Position: Q3 2023 in Review

SummerHaven Investment Management sold out of Jabil (JBL) in Q3 2023, closing a stake of 13,609 shares — an estimated $1.47M sold.

SummerHaven Investment Management first reported a position in JBL in Q4 2020 and held it in 11 quarters. The position peaked at $1.47M in Q2 2023. 626 funds tracked by Wall St. Rank hold JBL as of Q3 2023.

SummerHaven Investment Management reported no remaining Jabil position as of Q3 2023 after selling out during the quarter.
SummerHaven Investment Management sold 13,609 Jabil shares in Q3 2023, an estimated $1.47M.
SummerHaven Investment Management first reported a position in Jabil in Q4 2020 and held it in 11 quarters.
SummerHaven Investment Management's Jabil position peaked at $1.47M in Q2 2023.
626 funds tracked by Wall St. Rank held Jabil as of Q3 2023.

Based on SummerHaven Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.