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HC Financial Advisors’s Jacobs Solutions J Stock Holding History

HC Financial Advisors’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
Q2 		$1.38M Buy
13,119
+700
+6% +$78.4K 0.92% 44
2022
Q1 		$1.42M Buy
12,419
+1,814
+17% +$195K 0.84% 43
2021
Q4 		$1.22M Buy
10,605
+6,835
+181% +$790K 0.68% 52
2021
Q3 		$413K Buy
+3,770
New +$417K 0.25% 69

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's J Position: Q2 2022 in Review

HC Financial Advisors increased its Jacobs Solutions (J) stake by 5.6% in Q2 2022, buying an estimated $78.4K and bringing the position to 13,119 shares worth $1.38M. The position accounts for 0.92% of the portfolio, ranked #44.

HC Financial Advisors first reported a position in J in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.42M in Q1 2022. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

  • HC Financial Advisors held 13,119 shares of Jacobs Solutions worth $1.38M as of Q2 2022.
  • HC Financial Advisors bought 700 Jacobs Solutions shares in Q2 2022, an estimated $78.4K.
  • Jacobs Solutions made up 0.92% of HC Financial Advisors's portfolio in Q2 2022, its #44 holding.
  • HC Financial Advisors first reported a position in Jacobs Solutions in Q3 2021 and has held it in 4 quarters since.
  • HC Financial Advisors's Jacobs Solutions position peaked at $1.42M in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.