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Independent Investors Inc’s Jacobs Solutions J Stock Holding History

Independent Investors Inc’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
2015
Q4 		– Sell
-12,090
Closed -$374K – 79
2015
Q3 		$374K Hold
12,090
– – 0.19% 75
2015
Q2 		$406K Hold
12,090
– – 0.18% 75
2015
Q1 		$451K Hold
12,090
– – 0.2% 72
2014
Q4 		$446K Hold
12,090
– – 0.2% 74
2014
Q3 		$488K Hold
12,090
– – 0.22% 74
2014
Q2 		$532K Hold
12,090
– – 0.24% 71
2014
Q1 		$635K Hold
12,090
– – 0.31% 63
2013
Q4 		$629K Sell
12,090
-11,727
-49% -$581K 0.3% 65
2013
Q3 		$1.15M Sell
23,817
-7,254
-23% -$353K 0.6% 45
2013
Q2 		$1.42M Buy
+31,071
New +$1.38M 0.78% 40

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Investors Inc's J Position: Q4 2015 in Review

Independent Investors Inc sold out of Jacobs Solutions (J) in Q4 2015, closing a stake of 12,090 shares — an estimated $374K sold.

Independent Investors Inc first reported a position in J in Q2 2013 and held it in 10 quarters. The position peaked at $1.42M in Q2 2013. 438 funds tracked by Wall St. Rank hold J as of Q4 2015.

  • Independent Investors Inc reported no remaining Jacobs Solutions position as of Q4 2015 after selling out during the quarter.
  • Independent Investors Inc sold 12,090 Jacobs Solutions shares in Q4 2015, an estimated $374K.
  • Independent Investors Inc first reported a position in Jacobs Solutions in Q2 2013 and held it in 10 quarters.
  • Independent Investors Inc's Jacobs Solutions position peaked at $1.42M in Q2 2013.
  • 438 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2015.

Based on Independent Investors Inc's 13F filing for Q4 2015, filed 9 Feb 2016.