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HR
Howe & Rusling’s
Jacobs Solutions
J
Stock Holding History
Howe & Rusling’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
-114
Closed
-$10K
–
676
2022
Q3
$10K
Hold
114
–
–
﹤0.01%
537
2022
Q2
$12K
Hold
114
–
–
﹤0.01%
508
2022
Q1
$13K
Sell
114
-272
-70%
-$29.2K
﹤0.01%
490
2021
Q4
$44K
Buy
386
+272
+239%
+$31.4K
0.01%
337
2021
Q3
$12K
Hold
114
–
–
﹤0.01%
483
2021
Q2
$13K
Hold
114
–
–
﹤0.01%
459
2021
Q1
$12K
Hold
114
–
–
﹤0.01%
469
2020
Q4
$10K
Buy
+114
New
+$9.66K
﹤0.01%
489
2016
Q2
–
Sell
-181
Closed
-$7K
–
1009
2016
Q1
$7K
Buy
+181
New
+$5.91K
﹤0.01%
599
2015
Q2
–
Sell
-21
Closed
-$1K
–
1088
2015
Q1
$1K
Buy
+21
New
+$737
﹤0.01%
866
Other funds holding J
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
$18.8B 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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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