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Advisor Group’s Jacobs Solutions J Stock Holding History

Advisor Group’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.28M Buy
17,252
+9,997
+138% +$757K 0.01% 1051
2019
Q3 		$548K Buy
7,255
+152
+2% +$10.9K ﹤0.01% 1550
2019
Q2 		$497K Sell
7,103
-1,052
-13% -$67.9K ﹤0.01% 1614
2019
Q1 		$509K Sell
8,155
-1,062
-12% -$59.8K ﹤0.01% 1577
2018
Q4 		$445K Buy
9,217
+4,182
+83% +$239K ﹤0.01% 1487
2018
Q3 		$319K Buy
5,035
+677
+16% +$39.7K ﹤0.01% 1813
2018
Q2 		$228K Buy
4,358
+436
+11% +$22.4K ﹤0.01% 1876
2018
Q1 		$192K Buy
3,922
+412
+12% +$21.8K ﹤0.01% 2014
2017
Q4 		$192K Buy
3,510
+520
+17% +$26.7K ﹤0.01% 2036
2017
Q3 		$143K Buy
2,990
+403
+16% +$18K ﹤0.01% 2111
2017
Q2 		$117K Buy
2,587
+410
+19% +$18.2K ﹤0.01% 2176
2017
Q1 		$99K Sell
2,177
-135
-6% -$6.38K ﹤0.01% 2157
2016
Q4 		$109K Sell
2,312
-10,250
-82% -$472K ﹤0.01% 2003
2016
Q3 		$536K Buy
12,562
+448
+4% +$19.4K 0.01% 943
2016
Q2 		$495K Buy
+12,114
New +$477K 0.01% 920

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisor Group's J Position: Q4 2019 in Review

Advisor Group increased its Jacobs Solutions (J) stake by 138% in Q4 2019, buying an estimated $757K and bringing the position to 17,252 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1051.

Advisor Group first reported a position in J in Q2 2016 and has held it in 15 quarters since. 572 funds tracked by Wall St. Rank hold J as of Q4 2019.

  • Advisor Group held 17,252 shares of Jacobs Solutions worth $1.28M as of Q4 2019.
  • Advisor Group bought 9,997 Jacobs Solutions shares in Q4 2019, an estimated $757K.
  • Jacobs Solutions made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1051 holding.
  • Advisor Group first reported a position in Jacobs Solutions in Q2 2016 and has held it in 15 quarters since.
  • 572 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.