Carmel Capital Management’s Jacobs Solutions J Stock Holding History

Carmel 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 Q4	–	Sell	-62,075	Closed	-$5.57M	–	36
2022 Q3	$5.57M	Buy	62,075 +1,330	+2%	+$138K	3.64%	13
2022 Q2	$6.39M	Buy	60,745 +877	+1%	+$98.2K	3.96%	11
2022 Q1	$6.82M	Buy	59,868 +695	+1%	+$74.6K	3.55%	11
2021 Q4	$6.82M	Buy	+59,173	New	+$6.84M	3.35%	12

Other funds holding J

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

RCG

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

Carmel Capital Management's J Position: Q4 2022 in Review

Carmel Capital Management sold out of Jacobs Solutions (J) in Q4 2022, closing a stake of 62,075 shares — an estimated $5.57M sold.

Carmel Capital Management first reported a position in J in Q4 2021 and held it in 4 quarters. The position peaked at $6.82M in Q1 2022. 686 funds tracked by Wall St. Rank hold J as of Q4 2022.

Carmel Capital Management reported no remaining Jacobs Solutions position as of Q4 2022 after selling out during the quarter.
Carmel Capital Management sold 62,075 Jacobs Solutions shares in Q4 2022, an estimated $5.57M.
Carmel Capital Management first reported a position in Jacobs Solutions in Q4 2021 and held it in 4 quarters.
Carmel Capital Management's Jacobs Solutions position peaked at $6.82M in Q1 2022.
686 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2022.

Based on Carmel Capital Management's 13F filing for Q4 2022, filed 12 Jan 2023.