Graves Light Lenhart Wealth’s Jacobs Solutions J Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-977	Closed	-$103K	–	373
2022 Q2	$103K	Hold	977	–	–	0.02%	232
2022 Q1	$111K	Hold	977	–	–	0.02%	248
2021 Q4	$112K	Hold	977	–	–	0.02%	274
2021 Q3	$107K	Hold	977	–	–	0.02%	261
2021 Q2	$108K	Hold	977	–	–	0.02%	264
2021 Q1	$104K	Hold	977	–	–	0.02%	267
2020 Q4	$88K	Buy	+977	New	+$82.8K	0.02%	289

Other funds holding J

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Graves Light Lenhart Wealth's J Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 977 shares — an estimated $103K sold.

Graves Light Lenhart Wealth first reported a position in J in Q4 2020 and held it in 7 quarters. The position peaked at $112K in Q4 2021. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 977 Jacobs Solutions shares in Q3 2022, an estimated $103K.
Graves Light Lenhart Wealth first reported a position in Jacobs Solutions in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Jacobs Solutions position peaked at $112K in Q4 2021.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.