Yorktown Management & Research Company’s Jabil JBL Stock Holding History

Yorktown Management & Research Company’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
2024 Q1	–	Sell	-7,000	Closed	-$892K	–	231
2023 Q4	$892K	Hold	7,000	–	–	0.93%	14
2023 Q3	$888K	Hold	7,000	–	–	1%	9
2023 Q2	$756K	Sell	7,000 -2,000	-22%	-$176K	0.81%	17
2023 Q1	$793K	Hold	9,000	–	–	0.86%	18
2022 Q4	$614K	Hold	9,000	–	–	0.75%	29
2022 Q3	$519K	Hold	9,000	–	–	0.67%	43
2022 Q2	$461K	Sell	9,000 -3,100	-26%	-$180K	0.59%	60
2022 Q1	$747K	Buy	+12,100	New	+$746K	0.63%	35

Other funds holding JBL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Yorktown Management & Research Company's JBL Position: Q1 2024 in Review

Yorktown Management & Research Company sold out of Jabil (JBL) in Q1 2024, closing a stake of 7,000 shares — an estimated $892K sold.

Yorktown Management & Research Company first reported a position in JBL in Q1 2022 and held it in 8 quarters. The position peaked at $892K in Q4 2023. 681 funds tracked by Wall St. Rank hold JBL as of Q1 2024.

Yorktown Management & Research Company reported no remaining Jabil position as of Q1 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 7,000 Jabil shares in Q1 2024, an estimated $892K.
Yorktown Management & Research Company first reported a position in Jabil in Q1 2022 and held it in 8 quarters.
Yorktown Management & Research Company's Jabil position peaked at $892K in Q4 2023.
681 funds tracked by Wall St. Rank held Jabil as of Q1 2024.

Based on Yorktown Management & Research Company's 13F filing for Q1 2024, filed 26 Apr 2024.