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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 – 1006
2016
Q1 		$7K Buy
+181
New +$5.91K ﹤0.01% 599
2015
Q2 		– Sell
-21
Closed -$1K – 1084
2015
Q1 		$1K Buy
+21
New +$737 ﹤0.01% 866

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Howe & Rusling's J Position: Q4 2022 in Review

Howe & Rusling sold out of Jacobs Solutions (J) in Q4 2022, closing a stake of 114 shares — an estimated $10K sold.

Howe & Rusling first reported a position in J in Q1 2015 and held it in 10 quarters. The position peaked at $44K in Q4 2021. 684 funds tracked by Wall St. Rank hold J as of Q4 2022.

  • Howe & Rusling reported no remaining Jacobs Solutions position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 114 Jacobs Solutions shares in Q4 2022, an estimated $10K.
  • Howe & Rusling first reported a position in Jacobs Solutions in Q1 2015 and held it in 10 quarters.
  • Howe & Rusling's Jacobs Solutions position peaked at $44K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.