EI
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Ellevest Inc’s Jacobs Solutions J Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-592
Closed -$63K – 1339
2021
Q1 		$63K Hold
592
– – 0.01% 420
2020
Q4 		$53K Hold
592
– – 0.01% 445
2020
Q3 		$45K Hold
592
– – 0.01% 394
2020
Q2 		$42K Hold
592
– – 0.01% 383
2020
Q1 		$39K Hold
592
– – 0.01% 274
2019
Q4 		$44K Buy
+592
New +$44.8K 0.01% 216

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ellevest Inc's J Position: Q2 2021 in Review

Ellevest Inc sold out of Jacobs Solutions (J) in Q2 2021, closing a stake of 592 shares — an estimated $63K sold.

Ellevest Inc first reported a position in J in Q4 2019 and held it in 6 quarters. The position peaked at $63K in Q1 2021. 688 funds tracked by Wall St. Rank hold J as of Q2 2021.

  • Ellevest Inc reported no remaining Jacobs Solutions position as of Q2 2021 after selling out during the quarter.
  • Ellevest Inc sold 592 Jacobs Solutions shares in Q2 2021, an estimated $63K.
  • Ellevest Inc first reported a position in Jacobs Solutions in Q4 2019 and held it in 6 quarters.
  • Ellevest Inc's Jacobs Solutions position peaked at $63K in Q1 2021.
  • 688 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.