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Foresters Investment Management’s Jacobs Solutions J Stock Holding History

Foresters Investment 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
2019
Q3 		$50.2M Sell
663,725
-92,076
-12% -$6.59M 1% 19
2019
Q2 		$52.8M Buy
755,801
+492,850
+187% +$31.8M 0.95% 13
2019
Q1 		$16.4M Buy
262,951
+42,314
+19% +$2.38M 0.29% 118
2018
Q4 		$10.7M Buy
+220,637
New +$12.6M 0.2% 156

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Foresters Investment Management's J Position: Q3 2019 in Review

Foresters Investment Management reduced its Jacobs Solutions (J) stake by 12% in Q3 2019, selling an estimated $6.59M and leaving 663,725 shares worth $50.2M. The position accounts for 1% of the portfolio, ranked #19.

Foresters Investment Management first reported a position in J in Q4 2018 and has held it in 4 quarters since. The position peaked at $52.8M in Q2 2019. 549 funds tracked by Wall St. Rank hold J as of Q3 2019.

  • Foresters Investment Management held 663,725 shares of Jacobs Solutions worth $50.2M as of Q3 2019.
  • Foresters Investment Management sold 92,076 Jacobs Solutions shares in Q3 2019, an estimated $6.59M.
  • Jacobs Solutions made up 1% of Foresters Investment Management's portfolio in Q3 2019, its #19 holding.
  • Foresters Investment Management first reported a position in Jacobs Solutions in Q4 2018 and has held it in 4 quarters since.
  • Foresters Investment Management's Jacobs Solutions position peaked at $52.8M in Q2 2019.
  • 549 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.