Barrett Asset Management’s Jacobs Solutions J Stock Holding History

Barrett Asset Management’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	–	Sell	-30	Closed	-$3K	–	614
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	467
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	446
2021 Q1	$3K	Buy	+30	New	+$2.86K	﹤0.01%	426
2015 Q1	–	Sell	-7,012	Closed	-$259K	–	370
2014 Q4	$259K	Sell	7,012 -6,589	-48%	-$251K	0.02%	150
2014 Q3	$549K	Sell	13,601 -604	-4%	-$26.3K	0.04%	120
2014 Q2	$626K	Sell	14,205 -31	-0.2%	-$1.48K	0.05%	116
2014 Q1	$748K	Sell	14,236 -181	-1%	-$9.32K	0.06%	102
2013 Q4	$751K	Sell	14,417 -302	-2%	-$15K	0.07%	102
2013 Q3	$708K	Hold	14,719	–	–	0.07%	103
2013 Q2	$671K	Buy	+14,719	New	+$654K	0.07%	100

Other funds holding J

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

Barrett Asset Management's J Position: Q4 2021 in Review

Barrett Asset Management sold out of Jacobs Solutions (J) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

Barrett Asset Management first reported a position in J in Q2 2013 and held it in 10 quarters. The position peaked at $751K in Q4 2013. 722 funds tracked by Wall St. Rank hold J as of Q4 2021.

Barrett Asset Management reported no remaining Jacobs Solutions position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 30 Jacobs Solutions shares in Q4 2021, an estimated $3K.
Barrett Asset Management first reported a position in Jacobs Solutions in Q2 2013 and held it in 10 quarters.
Barrett Asset Management's Jacobs Solutions position peaked at $751K in Q4 2013.
722 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.