IMPACTfolio’s Jacobs Solutions J Stock Holding History

IMPACTfolio’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	-3,738	Closed	-$335K	–	47
2022 Q3	$335K	Hold	3,738	–	–	0.33%	23
2022 Q2	$393K	Buy	+3,738	New	+$418K	0.37%	20

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $19.5B 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

IMPACTfolio's J Position: Q4 2022 in Review

IMPACTfolio sold out of Jacobs Solutions (J) in Q4 2022, closing a stake of 3,738 shares — an estimated $335K sold.

IMPACTfolio first reported a position in J in Q2 2022 and held it in 2 quarters. The position peaked at $393K in Q2 2022. 686 funds tracked by Wall St. Rank hold J as of Q4 2022.

IMPACTfolio reported no remaining Jacobs Solutions position as of Q4 2022 after selling out during the quarter.
IMPACTfolio sold 3,738 Jacobs Solutions shares in Q4 2022, an estimated $335K.
IMPACTfolio first reported a position in Jacobs Solutions in Q2 2022 and held it in 2 quarters.
IMPACTfolio's Jacobs Solutions position peaked at $393K in Q2 2022.
686 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2022.

Based on IMPACTfolio's 13F filing for Q4 2022, filed 3 Jan 2023.