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Whitegate Investment Counselors’s Jabil JBL Stock Holding History

Whitegate Investment Counselors’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
-5,200
Closed -$215K – 191
2019
Q4 		$215K Buy
+5,200
New +$200K 0.04% 191

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 $5.72T 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

Whitegate Investment Counselors's JBL Position: Q1 2020 in Review

Whitegate Investment Counselors sold out of Jabil (JBL) in Q1 2020, closing a stake of 5,200 shares — an estimated $215K sold.

Whitegate Investment Counselors first reported a position in JBL in Q4 2019 and held it in 1 quarter. The position peaked at $215K in Q4 2019. 318 funds tracked by Wall St. Rank hold JBL as of Q1 2020.

  • Whitegate Investment Counselors reported no remaining Jabil position as of Q1 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 5,200 Jabil shares in Q1 2020, an estimated $215K.
  • Whitegate Investment Counselors first reported a position in Jabil in Q4 2019 and held it in 1 quarter.
  • Whitegate Investment Counselors's Jabil position peaked at $215K in Q4 2019.
  • 318 funds tracked by Wall St. Rank held Jabil as of Q1 2020.

Based on Whitegate Investment Counselors's 13F filing for Q1 2020, filed 15 Apr 2020.