MFW
J icon

Meristem Family Wealth’s Jacobs Solutions J Stock Holding History

Meristem Family Wealth’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 		$379K Sell
3,325
-11
-0.3% -$1.18K 0.04% 227
2021
Q4 		$384K Hold
3,336
– – 0.03% 263
2021
Q3 		$366K Buy
3,336
+11
+0.3% +$1.22K 0.04% 273
2021
Q2 		$367K Buy
+3,325
New +$376K 0.06% 216

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's J Position: Q1 2022 in Review

Meristem Family Wealth reduced its Jacobs Solutions (J) stake by 0.33% in Q1 2022, selling an estimated $1.18K and leaving 3,325 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #227.

Meristem Family Wealth first reported a position in J in Q2 2021 and has held it in 4 quarters since. The position peaked at $384K in Q4 2021. 701 funds tracked by Wall St. Rank hold J as of Q1 2022.

  • Meristem Family Wealth held 3,325 shares of Jacobs Solutions worth $379K as of Q1 2022.
  • Meristem Family Wealth sold 11 Jacobs Solutions shares in Q1 2022, an estimated $1.18K.
  • Jacobs Solutions made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #227 holding.
  • Meristem Family Wealth first reported a position in Jacobs Solutions in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Jacobs Solutions position peaked at $384K in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.