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JBL · SNDK in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • JBL
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterJBLSNDK
Q3 20207 holders, $960mnone listed holders, n.a.
Q4 20205 holders, $1.1bnnone listed holders, n.a.
Q1 20218 holders, $1.4bnnone listed holders, n.a.
Q2 202110 holders, $1.8bnnone listed holders, n.a.
Q3 20218 holders, $1.7bnnone listed holders, n.a.
Q4 20216 holders, $1.9bnnone listed holders, n.a.
Q1 202214 holders, $975mnone listed holders, n.a.
Q2 202210 holders, $712mnone listed holders, n.a.
Q3 202216 holders, $905mnone listed holders, n.a.
Q4 202212 holders, $983mnone listed holders, n.a.
Q1 202314 holders, $1.8bnnone listed holders, n.a.
Q2 202314 holders, $2.2bnnone listed holders, n.a.
Q3 202316 holders, $3.0bnnone listed holders, n.a.
Q4 202314 holders, $2.4bnnone listed holders, n.a.
Q1 202415 holders, $2.3bnnone listed holders, n.a.
Q2 202419 holders, $1.6bnnone listed holders, n.a.
Q3 202420 holders, $2.0bnnone listed holders, n.a.
Q4 202420 holders, $2.7bnnone listed holders, n.a.
Q1 202513 holders, $2.3bn7 holders, $1.3bn
Q2 202515 holders, $3.1bn14 holders, $1.6bn
Q3 202515 holders, $2.3bn19 holders, $4.2bn
Q4 202522 holders, $2.9bn27 holders, $9.8bn
Q1 202622 holders, $3.8bn38 holders, $19.8bn
Q2 202623 holders, $5.2bn41 holders, $55.4bn
JBL

Jabil Inc

Holders
19
Reported value
$1.6bn
Buyers
15
Sellers
6

Breadth +9 among 94 comparable managers.

SNDK

SanDisk Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Who holds both, Q2 2024

Among the 19 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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