Kaizen Advisory’s Jacobs Solutions J Stock Holding History

Kaizen Advisory’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
2018 Q4	$17K	Buy	348 +32	+10%	+$1.83K	0.01%	527
2018 Q3	$20K	Hold	316	–	–	0.01%	523
2018 Q2	$17K	Buy	316 +187	+145%	+$9.62K	0.01%	546
2018 Q1	$6K	Hold	129	–	–	0.01%	549
2017 Q4	$7K	Buy	+129	New	+$6.62K	﹤0.01%	534

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

RCG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Kaizen Advisory's J Position: Q4 2018 in Review

Kaizen Advisory increased its Jacobs Solutions (J) stake by 10% in Q4 2018, buying an estimated $1.83K and bringing the position to 348 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #527.

Kaizen Advisory first reported a position in J in Q4 2017 and has held it in 5 quarters since. The position peaked at $20K in Q3 2018. 530 funds tracked by Wall St. Rank hold J as of Q4 2018.

Kaizen Advisory held 348 shares of Jacobs Solutions worth $17K as of Q4 2018.
Kaizen Advisory bought 32 Jacobs Solutions shares in Q4 2018, an estimated $1.83K.
Jacobs Solutions made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #527 holding.
Kaizen Advisory first reported a position in Jacobs Solutions in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Jacobs Solutions position peaked at $20K in Q3 2018.
530 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.