Berman Capital Advisors’s Jacobs Solutions J Stock Holding History

Berman Capital Advisors’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 Q3	$38K	Buy	349 +220	+171%	+$24.3K	0.01%	783
2021 Q2	$14K	Buy	129 +42	+48%	+$4.75K	﹤0.01%	1027
2021 Q1	$9K	Hold	87	–	–	﹤0.01%	1061
2020 Q4	$7K	Buy	87 +14	+19%	+$1.19K	﹤0.01%	1046
2020 Q3	$5K	Hold	73	–	–	﹤0.01%	1043
2020 Q2	$4K	Hold	73	–	–	﹤0.01%	1060
2020 Q1	$4K	Buy	73 +49	+204%	+$3.69K	﹤0.01%	946
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	1342
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	1328
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	1339
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	1221
2018 Q4	$1K	Buy	+24	New	+$1.37K	﹤0.01%	1012

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

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

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

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's J Position: Q3 2021 in Review

Berman Capital Advisors increased its Jacobs Solutions (J) stake by 171% in Q3 2021, buying an estimated $24.3K and bringing the position to 349 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #783.

Berman Capital Advisors first reported a position in J in Q4 2018 and has held it in 12 quarters since. 659 funds tracked by Wall St. Rank hold J as of Q3 2021.

Berman Capital Advisors held 349 shares of Jacobs Solutions worth $38K as of Q3 2021.
Berman Capital Advisors bought 220 Jacobs Solutions shares in Q3 2021, an estimated $24.3K.
Jacobs Solutions made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #783 holding.
Berman Capital Advisors first reported a position in Jacobs Solutions in Q4 2018 and has held it in 12 quarters since.
659 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.