FineMark National Bank & Trust’s Jacobs Solutions J Stock Holding History

FineMark National Bank & Trust’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 Q4	–	Sell	-1,896	Closed	-$214K	–	418
2023 Q3	$214K	Sell	1,896 -1,668	-47%	-$180K	0.01%	378
2023 Q2	$350K	Buy	+3,564	New	+$340K	0.01%	319
2022 Q1	–	Sell	-1,749	Closed	-$201K	–	459
2021 Q4	$201K	Buy	+1,749	New	+$202K	0.01%	443
2021 Q3	–	Sell	-2,478	Closed	-$274K	–	452
2021 Q2	$274K	Sell	2,478 -734	-23%	-$83K	0.01%	392
2021 Q1	$343K	Sell	3,212 -14	-0.4%	-$1.34K	0.01%	332
2020 Q4	$291K	Buy	+3,226	New	+$273K	0.01%	336
2018 Q3	–	Sell	-7,196	Closed	-$378K	–	367
2018 Q2	$378K	Hold	7,196	–	–	0.02%	286
2018 Q1	$352K	Buy	+7,196	New	+$381K	0.02%	285
2016 Q1	–	Sell	-117	Closed	-$4K	–	1331
2015 Q4	$4K	Buy	+117	New	+$4.01K	﹤0.01%	1071
2015 Q3	–	Sell	-846	Closed	-$28K	–	1552
2015 Q2	$28K	Buy	+846	New	+$30.9K	﹤0.01%	801
2013 Q3	–	Sell	-50	Closed	-$2K	–	1572
2013 Q2	$2K	Buy	+50	New	+$2.22K	﹤0.01%	1258

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

FineMark National Bank & Trust's J Position: Q4 2023 in Review

FineMark National Bank & Trust sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 1,896 shares — an estimated $214K sold.

FineMark National Bank & Trust first reported a position in J in Q2 2013 and held it in 11 quarters. The position peaked at $378K in Q2 2018. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

FineMark National Bank & Trust reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
FineMark National Bank & Trust sold 1,896 Jacobs Solutions shares in Q4 2023, an estimated $214K.
FineMark National Bank & Trust first reported a position in Jacobs Solutions in Q2 2013 and held it in 11 quarters.
FineMark National Bank & Trust's Jacobs Solutions position peaked at $378K in Q2 2018.
786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on FineMark National Bank & Trust's 13F filing for Q4 2023, filed 9 Feb 2024.