Beck Capital Management’s Jacobs Solutions J Stock Holding History

Beck Capital 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
2022 Q3	–	Sell	-4,335	Closed	-$456K	–	137
2022 Q2	$456K	Sell	4,335 -87	-2%	-$9.74K	0.21%	102
2022 Q1	$504K	Sell	4,422 -20,968	-83%	-$2.25M	0.15%	130
2021 Q4	$2.92M	Buy	25,390 +2,318	+10%	+$268K	0.9%	42
2021 Q3	$2.53M	Sell	23,072 -81	-0.3%	-$8.96K	0.85%	48
2021 Q2	$2.56M	Sell	23,153 -98	-0.4%	-$11.1K	0.86%	48
2021 Q1	$2.49M	Buy	+23,251	New	+$2.22M	0.94%	49

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RCG

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Beck Capital Management's J Position: Q3 2022 in Review

Beck Capital Management sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 4,335 shares — an estimated $456K sold.

Beck Capital Management first reported a position in J in Q1 2021 and held it in 6 quarters. The position peaked at $2.92M in Q4 2021. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

Beck Capital Management reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
Beck Capital Management sold 4,335 Jacobs Solutions shares in Q3 2022, an estimated $456K.
Beck Capital Management first reported a position in Jacobs Solutions in Q1 2021 and held it in 6 quarters.
Beck Capital Management's Jacobs Solutions position peaked at $2.92M in Q4 2021.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Beck Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.