Girard Partners’s Jacobs Solutions J Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-1,433	Closed	-$90K	–	528
2018 Q3	$90K	Buy	+1,433	New	+$84.1K	0.02%	348
2014 Q4	–	Sell	-5,839	Closed	-$236K	–	146
2014 Q3	$236K	Buy	+5,839	New	+$255K	0.16%	125

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Girard Partners's J Position: Q4 2018 in Review

Girard Partners sold out of Jacobs Solutions (J) in Q4 2018, closing a stake of 1,433 shares — an estimated $90K sold.

Girard Partners first reported a position in J in Q3 2014 and held it in 2 quarters. The position peaked at $236K in Q3 2014. 531 funds tracked by Wall St. Rank hold J as of Q4 2018.

Girard Partners reported no remaining Jacobs Solutions position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,433 Jacobs Solutions shares in Q4 2018, an estimated $90K.
Girard Partners first reported a position in Jacobs Solutions in Q3 2014 and held it in 2 quarters.
Girard Partners's Jacobs Solutions position peaked at $236K in Q3 2014.
531 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.