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Herold Advisors’s Jacobs Solutions J Stock Holding History

Herold 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 		– Sell
-1,342
Closed -$153K – 423
2022
Q1 		$153K Buy
+1,342
New +$144K 0.05% 231
2021
Q4 		– Sell
-1,451
Closed -$159K – 411
2021
Q3 		$159K Buy
+1,451
New +$160K 0.06% 223

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

Herold Advisors's J Position: Q2 2022 in Review

Herold Advisors sold out of Jacobs Solutions (J) in Q2 2022, closing a stake of 1,342 shares — an estimated $153K sold.

Herold Advisors first reported a position in J in Q3 2021 and held it in 2 quarters. The position peaked at $159K in Q3 2021. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

  • Herold Advisors reported no remaining Jacobs Solutions position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,342 Jacobs Solutions shares in Q2 2022, an estimated $153K.
  • Herold Advisors first reported a position in Jacobs Solutions in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Jacobs Solutions position peaked at $159K in Q3 2021.
  • 692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.