HWM
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Hohimer Wealth Management’s Jacobs Solutions J Stock Holding History

Hohimer Wealth Management’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
2020
Q1 		– Sell
-15,769
Closed -$1.17M – 197
2019
Q4 		$1.17M Buy
+15,769
New +$1.19M 0.41% 112

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hohimer Wealth Management's J Position: Q1 2020 in Review

Hohimer Wealth Management sold out of Jacobs Solutions (J) in Q1 2020, closing a stake of 15,769 shares — an estimated $1.17M sold.

Hohimer Wealth Management first reported a position in J in Q4 2019 and held it in 1 quarter. The position peaked at $1.17M in Q4 2019. 556 funds tracked by Wall St. Rank hold J as of Q1 2020.

  • Hohimer Wealth Management reported no remaining Jacobs Solutions position as of Q1 2020 after selling out during the quarter.
  • Hohimer Wealth Management sold 15,769 Jacobs Solutions shares in Q1 2020, an estimated $1.17M.
  • Hohimer Wealth Management first reported a position in Jacobs Solutions in Q4 2019 and held it in 1 quarter.
  • Hohimer Wealth Management's Jacobs Solutions position peaked at $1.17M in Q4 2019.
  • 556 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2020.

Based on Hohimer Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.