AIP
J icon

Almanack Investment Partners’s Jacobs Solutions J Stock Holding History

Almanack Investment Partners’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
2020
Q4 		– Sell
-13,939
Closed -$1.17M – 428
2020
Q3 		$1.17M Sell
13,939
-542
-4% -$39.6K 0.14% 99
2020
Q2 		$1.02M Hold
14,481
– – 0.18% 65
2020
Q1 		$950K Buy
+14,481
New +$1.09M 0.2% 61

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Almanack Investment Partners's J Position: Q4 2020 in Review

Almanack Investment Partners sold out of Jacobs Solutions (J) in Q4 2020, closing a stake of 13,939 shares — an estimated $1.17M sold.

Almanack Investment Partners first reported a position in J in Q1 2020 and held it in 3 quarters. The position peaked at $1.17M in Q3 2020. 638 funds tracked by Wall St. Rank hold J as of Q4 2020.

  • Almanack Investment Partners reported no remaining Jacobs Solutions position as of Q4 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 13,939 Jacobs Solutions shares in Q4 2020, an estimated $1.17M.
  • Almanack Investment Partners first reported a position in Jacobs Solutions in Q1 2020 and held it in 3 quarters.
  • Almanack Investment Partners's Jacobs Solutions position peaked at $1.17M in Q3 2020.
  • 638 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2020.

Based on Almanack Investment Partners's 13F filing for Q4 2020, filed 3 Feb 2021.