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Elmwood Wealth Management’s Jacobs Solutions J Stock Holding History

Elmwood 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
2022
Q1 		– Sell
-993
Closed -$114K – 212
2021
Q4 		$114K Buy
+993
New +$115K 0.05% 144
2021
Q2 		$110K Hold
993
– – 0.06% 133
2021
Q1 		$106K Buy
+993
New +$94.8K 0.06% 128

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elmwood Wealth Management's J Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Jacobs Solutions (J) in Q1 2022, closing a stake of 993 shares — an estimated $114K sold.

Elmwood Wealth Management first reported a position in J in Q1 2021 and held it in 3 quarters. The position peaked at $114K in Q4 2021. 701 funds tracked by Wall St. Rank hold J as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Jacobs Solutions position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 993 Jacobs Solutions shares in Q1 2022, an estimated $114K.
  • Elmwood Wealth Management first reported a position in Jacobs Solutions in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's Jacobs Solutions position peaked at $114K in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.