EWG Elevate’s Jacobs Solutions J Stock Holding History

EWG Elevate’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	-2	Closed	-$240	–	419
2022 Q4	$240	Buy	+2	New	+$196	﹤0.01%	816

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

EWG Elevate's J Position: Q1 2023 in Review

EWG Elevate sold out of Jacobs Solutions (J) in Q1 2023, closing a stake of 2 shares — an estimated $240 sold.

EWG Elevate first reported a position in J in Q4 2022 and held it in 1 quarter. The position peaked at $240 in Q4 2022. 680 funds tracked by Wall St. Rank hold J as of Q1 2023.

EWG Elevate reported no remaining Jacobs Solutions position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 2 Jacobs Solutions shares in Q1 2023, an estimated $240.
EWG Elevate first reported a position in Jacobs Solutions in Q4 2022 and held it in 1 quarter.
EWG Elevate's Jacobs Solutions position peaked at $240 in Q4 2022.
680 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.