CSat Investment Advisory’s Jacobs Solutions J Stock Holding History

CSat Investment Advisory’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 Q1	$51K	Buy	480 +17	+4%	+$1.62K	0.04%	187
2020 Q4	$42K	Sell	463 -724	-61%	-$61.4K	0.04%	181
2020 Q3	$91K	Sell	1,187 -18	-1%	-$1.31K	0.01%	502
2020 Q2	$85K	Buy	1,205 +208	+21%	+$14K	0.01%	534
2020 Q1	$65K	Buy	997 +7	+0.7%	+$526	0.01%	456
2019 Q4	$74K	Buy	990 +203	+26%	+$15.4K	0.02%	458
2019 Q3	$60K	Sell	787 -146	-16%	-$10.4K	0.02%	443
2019 Q2	$65K	Buy	933 +358	+62%	+$23.1K	0.02%	389
2019 Q1	$36K	Sell	575 -150	-21%	-$8.45K	0.02%	197
2018 Q4	$35K	Buy	725 +337	+87%	+$19.3K	0.02%	179
2018 Q3	$25K	Sell	388 -2	-0.5%	-$117	0.01%	190
2018 Q2	$21K	Buy	+390	New	+$20.1K	0.01%	200

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

CSat Investment Advisory's J Position: Q1 2021 in Review

CSat Investment Advisory increased its Jacobs Solutions (J) stake by 3.7% in Q1 2021, buying an estimated $1.62K and bringing the position to 480 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #187.

CSat Investment Advisory first reported a position in J in Q2 2018 and has held it in 12 quarters since. The position peaked at $91K in Q3 2020. 649 funds tracked by Wall St. Rank hold J as of Q1 2021.

CSat Investment Advisory held 480 shares of Jacobs Solutions worth $51K as of Q1 2021.
CSat Investment Advisory bought 17 Jacobs Solutions shares in Q1 2021, an estimated $1.62K.
Jacobs Solutions made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #187 holding.
CSat Investment Advisory first reported a position in Jacobs Solutions in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Jacobs Solutions position peaked at $91K in Q3 2020.
649 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.