Mark Sheptoff Financial Planning’s Jacobs Solutions J Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-967	Closed	-$111K	–	459
2021 Q4	$111K	Sell	967 -2,660	-73%	-$308K	0.05%	134
2021 Q3	$398K	Buy	+3,627	New	+$401K	0.22%	70
2018 Q2	–	Sell	-242	Closed	-$12K	–	375
2018 Q1	$12K	Buy	+242	New	+$12.8K	0.01%	270
2017 Q2	–	Sell	-727	Closed	-$33K	–	368
2017 Q1	$33K	Buy	+727	New	+$34.4K	0.02%	200

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

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

RCG

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's J Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Jacobs Solutions (J) in Q1 2022, closing a stake of 967 shares — an estimated $111K sold.

Mark Sheptoff Financial Planning first reported a position in J in Q1 2017 and held it in 4 quarters. The position peaked at $398K in Q3 2021. 701 funds tracked by Wall St. Rank hold J as of Q1 2022.

Mark Sheptoff Financial Planning reported no remaining Jacobs Solutions position as of Q1 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 967 Jacobs Solutions shares in Q1 2022, an estimated $111K.
Mark Sheptoff Financial Planning first reported a position in Jacobs Solutions in Q1 2017 and held it in 4 quarters.
Mark Sheptoff Financial Planning's Jacobs Solutions position peaked at $398K in Q3 2021.
701 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.