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Cedar Wealth Management’s Jacobs Solutions J Stock Holding History

Cedar Wealth 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
2019
Q4 		– Sell
-1,998
Closed -$151K – 175
2019
Q3 		$151K Buy
+1,998
New +$143K 0.1% 73

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cedar Wealth Management's J Position: Q4 2019 in Review

Cedar Wealth Management sold out of Jacobs Solutions (J) in Q4 2019, closing a stake of 1,998 shares — an estimated $151K sold.

Cedar Wealth Management first reported a position in J in Q3 2019 and held it in 1 quarter. The position peaked at $151K in Q3 2019. 572 funds tracked by Wall St. Rank hold J as of Q4 2019.

  • Cedar Wealth Management reported no remaining Jacobs Solutions position as of Q4 2019 after selling out during the quarter.
  • Cedar Wealth Management sold 1,998 Jacobs Solutions shares in Q4 2019, an estimated $151K.
  • Cedar Wealth Management first reported a position in Jacobs Solutions in Q3 2019 and held it in 1 quarter.
  • Cedar Wealth Management's Jacobs Solutions position peaked at $151K in Q3 2019.
  • 572 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2019.

Based on Cedar Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.