Jackson Financial Management’s Jacobs Solutions J Stock Holding History

Jackson Financial 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
2019 Q4	$379K	Sell	5,102 -211	-4%	-$16K	0.2%	37
2019 Q3	$402K	Hold	5,313	–	–	0.24%	29
2019 Q2	$371K	Sell	5,313 -2,267	-30%	-$146K	0.24%	32
2019 Q1	$471K	Buy	+7,580	New	+$427K	0.31%	30
2018 Q4	–	Sell	-3,992	Closed	-$253K	–	36
2018 Q3	$253K	Sell	3,992 -3,627	-48%	-$213K	0.2%	36
2018 Q2	$400K	Sell	7,619 -1,075	-12%	-$55.3K	0.36%	29
2018 Q1	$425K	Hold	8,694	–	–	0.39%	26
2017 Q4	$474K	Buy	+8,694	New	+$446K	0.43%	26

Other funds holding J

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jackson Financial Management's J Position: Q4 2019 in Review

Jackson Financial Management reduced its Jacobs Solutions (J) stake by 4% in Q4 2019, selling an estimated $16K and leaving 5,102 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #37.

Jackson Financial Management first reported a position in J in Q4 2017 and has held it in 8 quarters since. The position peaked at $474K in Q4 2017. 572 funds tracked by Wall St. Rank hold J as of Q4 2019.

Jackson Financial Management held 5,102 shares of Jacobs Solutions worth $379K as of Q4 2019.
Jackson Financial Management sold 211 Jacobs Solutions shares in Q4 2019, an estimated $16K.
Jacobs Solutions made up 0.2% of Jackson Financial Management's portfolio in Q4 2019, its #37 holding.
Jackson Financial Management first reported a position in Jacobs Solutions in Q4 2017 and has held it in 8 quarters since.
Jackson Financial Management's Jacobs Solutions position peaked at $474K in Q4 2017.
572 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.