De Burlo Group’s Jacobs Solutions J Stock Holding History

De Burlo Group’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
2023 Q1	–	Sell	-45,820	Closed	-$4.55M	–	97
2022 Q4	$4.55M	Hold	45,820	–	–	1.02%	30
2022 Q3	$4.11M	Buy	+45,820	New	+$4.75M	0.98%	29
2022 Q2	–	Sell	-86,562	Closed	-$9.87M	–	149
2022 Q1	$9.87M	Hold	86,562	–	–	1.84%	17
2021 Q4	$9.97M	Hold	86,562	–	–	1.45%	27
2021 Q3	$9.49M	Sell	86,562 -29,862	-26%	-$3.3M	1.54%	28
2021 Q2	$12.8M	Buy	116,424 +26,960	+30%	+$3.05M	2.04%	19
2021 Q1	$9.57M	Buy	+89,464	New	+$8.54M	1.71%	23

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

De Burlo Group's J Position: Q1 2023 in Review

De Burlo Group sold out of Jacobs Solutions (J) in Q1 2023, closing a stake of 45,820 shares — an estimated $4.55M sold.

De Burlo Group first reported a position in J in Q1 2021 and held it in 7 quarters. The position peaked at $12.8M in Q2 2021. 680 funds tracked by Wall St. Rank hold J as of Q1 2023.

De Burlo Group reported no remaining Jacobs Solutions position as of Q1 2023 after selling out during the quarter.
De Burlo Group sold 45,820 Jacobs Solutions shares in Q1 2023, an estimated $4.55M.
De Burlo Group first reported a position in Jacobs Solutions in Q1 2021 and held it in 7 quarters.
De Burlo Group's Jacobs Solutions position peaked at $12.8M in Q2 2021.
680 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2023.

Based on De Burlo Group's 13F filing for Q1 2023, filed 15 May 2023.