Arbor Wealth Management (Florida)’s Jacobs Solutions J Stock Holding History

Arbor Wealth Management (Florida)’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
2021 Q4	$208K	Sell	1,803 -302	-14%	-$34.9K	0.05%	59
2021 Q3	$231K	Sell	2,105 -604	-22%	-$66.8K	0.05%	45
2021 Q2	$299K	Sell	2,709 -836	-24%	-$94.5K	0.07%	39
2021 Q1	$379K	Sell	3,545 -749	-17%	-$71.5K	0.11%	30
2020 Q4	$387K	Sell	4,294 -435	-9%	-$36.9K	0.15%	32
2020 Q3	$363K	Sell	4,729 -362	-7%	-$26.5K	0.14%	35
2020 Q2	$357K	Sell	5,091 -230	-4%	-$15.5K	0.17%	34
2020 Q1	$349K	Buy	+5,321	New	+$400K	0.22%	31
2019 Q3	–	Sell	-295	Closed	-$21K	–	123
2019 Q2	$21K	Buy	+295	New	+$19K	0.01%	107
2019 Q1	–	Sell	-295	Closed	-$14K	–	211
2018 Q4	$14K	Buy	+295	New	+$16.9K	0.01%	110

Other funds holding J

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arbor Wealth Management (Florida)'s J Position: Q4 2021 in Review

Arbor Wealth Management (Florida) reduced its Jacobs Solutions (J) stake by 14% in Q4 2021, selling an estimated $34.9K and leaving 1,803 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #59.

Arbor Wealth Management (Florida) first reported a position in J in Q4 2018 and has held it in 10 quarters since. The position peaked at $387K in Q4 2020. 722 funds tracked by Wall St. Rank hold J as of Q4 2021.

Arbor Wealth Management (Florida) held 1,803 shares of Jacobs Solutions worth $208K as of Q4 2021.
Arbor Wealth Management (Florida) sold 302 Jacobs Solutions shares in Q4 2021, an estimated $34.9K.
Jacobs Solutions made up 0.05% of Arbor Wealth Management (Florida)'s portfolio in Q4 2021, its #59 holding.
Arbor Wealth Management (Florida) first reported a position in Jacobs Solutions in Q4 2018 and has held it in 10 quarters since.
Arbor Wealth Management (Florida)'s Jacobs Solutions position peaked at $387K in Q4 2020.
722 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2021.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q4 2021, filed 25 Jan 2022.