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Freedom Investment Management’s Jacobs Solutions J Stock Holding History

Freedom 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
2021
Q3 		– Sell
-7,444
Closed -$821K – 870
2021
Q2 		$821K Buy
7,444
+49
+0.7% +$5.54K 0.06% 382
2021
Q1 		$791K Buy
+7,395
New +$706K 0.06% 378
2019
Q4 		– Sell
-10,662
Closed -$807K – 688
2019
Q3 		$807K Buy
10,662
+388
+4% +$27.8K 0.07% 248
2019
Q2 		$717K Sell
10,274
-130
-1% -$8.39K 0.06% 282
2019
Q1 		$647K Sell
10,404
-3,539
-25% -$199K 0.05% 320
2018
Q4 		$674K Sell
13,943
-1,237
-8% -$70.7K 0.05% 346
2018
Q3 		$905K Sell
15,180
-2,882
-16% -$169K 0.06% 351
2018
Q2 		$949K Buy
18,062
+3,417
+23% +$176K 0.06% 355
2018
Q1 		$717K Sell
14,645
-15,225
-51% -$806K 0.04% 484
2017
Q4 		$1.63M Buy
29,870
+1,809
+6% +$92.8K 0.08% 203
2017
Q3 		$1.35M Sell
28,061
-2,215
-7% -$99K 0.07% 238
2017
Q2 		$1.36M Buy
30,276
+1,737
+6% +$77.2K 0.08% 210
2017
Q1 		$1.3M Buy
28,539
+15,410
+117% +$729K 0.08% 215
2016
Q4 		$619K Buy
13,129
+1,622
+14% +$74.7K 0.04% 414
2016
Q3 		$492K Buy
11,507
+857
+8% +$37.2K 0.03% 458
2016
Q2 		$439K Buy
10,650
+266
+3% +$10.5K 0.03% 459
2016
Q1 		$374K Sell
10,384
-2,021
-16% -$66K 0.03% 483
2015
Q4 		$430K Buy
12,405
+7,436
+150% +$255K 0.03% 448
2015
Q3 		$244K Sell
4,969
-8,394
-63% -$281K 0.02% 543
2015
Q2 		$449K Buy
13,363
+126
+1% +$4.6K 0.05% 372
2015
Q1 		$494K Sell
13,237
-2,661
-17% -$93.4K 0.05% 309
2014
Q4 		$588K Buy
15,898
+6,474
+69% +$247K 0.08% 245
2014
Q3 		$381K Sell
9,424
-1,391
-13% -$60.6K 0.07% 282
2014
Q2 		$477K Sell
10,815
-98
-0.9% -$4.67K 0.08% 247
2014
Q1 		$573K Buy
10,913
+674
+7% +$34.7K 0.12% 158
2013
Q4 		$533K Buy
10,239
+211
+2% +$10.5K 0.13% 145
2013
Q3 		$483K Sell
10,028
-590
-6% -$28.7K 0.14% 127
2013
Q2 		$484K Buy
+10,618
New +$471K 0.16% 107

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Freedom Investment Management's J Position: Q3 2021 in Review

Freedom Investment Management sold out of Jacobs Solutions (J) in Q3 2021, closing a stake of 7,444 shares — an estimated $821K sold.

Freedom Investment Management first reported a position in J in Q2 2013 and held it in 28 quarters. The position peaked at $1.63M in Q4 2017. 659 funds tracked by Wall St. Rank hold J as of Q3 2021.

  • Freedom Investment Management reported no remaining Jacobs Solutions position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 7,444 Jacobs Solutions shares in Q3 2021, an estimated $821K.
  • Freedom Investment Management first reported a position in Jacobs Solutions in Q2 2013 and held it in 28 quarters.
  • Freedom Investment Management's Jacobs Solutions position peaked at $1.63M in Q4 2017.
  • 659 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.