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Heartland Bank & Trust’s Jacobs Solutions J Stock Holding History

Heartland Bank & Trust’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
Q4 		– Sell
-4,823
Closed -$433K – 139
2022
Q3 		$433K Buy
4,823
+13
+0.3% +$1.35K 0.41% 79
2022
Q2 		$506K Buy
4,810
+100
+2% +$11.2K 0.45% 79
2022
Q1 		$537K Buy
4,710
+2,379
+102% +$255K 0.41% 82
2021
Q4 		$268K Buy
2,331
+34
+1% +$3.93K 0.2% 117
2021
Q3 		$252K Buy
2,297
+87
+4% +$9.62K 0.22% 104
2021
Q2 		$244K Buy
+2,210
New +$250K 0.22% 100

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Heartland Bank & Trust's J Position: Q4 2022 in Review

Heartland Bank & Trust sold out of Jacobs Solutions (J) in Q4 2022, closing a stake of 4,823 shares — an estimated $433K sold.

Heartland Bank & Trust first reported a position in J in Q2 2021 and held it in 6 quarters. The position peaked at $537K in Q1 2022. 686 funds tracked by Wall St. Rank hold J as of Q4 2022.

  • Heartland Bank & Trust reported no remaining Jacobs Solutions position as of Q4 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 4,823 Jacobs Solutions shares in Q4 2022, an estimated $433K.
  • Heartland Bank & Trust first reported a position in Jacobs Solutions in Q2 2021 and held it in 6 quarters.
  • Heartland Bank & Trust's Jacobs Solutions position peaked at $537K in Q1 2022.
  • 686 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2022.

Based on Heartland Bank & Trust's 13F filing for Q4 2022, filed 9 Feb 2023.