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Meritage Portfolio Management’s Jacobs Solutions J Stock Holding History

Meritage Portfolio 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
2021
Q3 		– Sell
-43,351
Closed -$4.78M – 331
2021
Q2 		$4.78M Buy
+43,351
New +$4.9M 0.29% 105

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meritage Portfolio Management's J Position: Q3 2021 in Review

Meritage Portfolio Management sold out of Jacobs Solutions (J) in Q3 2021, closing a stake of 43,351 shares — an estimated $4.78M sold.

Meritage Portfolio Management first reported a position in J in Q2 2021 and held it in 1 quarter. The position peaked at $4.78M in Q2 2021. 659 funds tracked by Wall St. Rank hold J as of Q3 2021.

  • Meritage Portfolio Management reported no remaining Jacobs Solutions position as of Q3 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 43,351 Jacobs Solutions shares in Q3 2021, an estimated $4.78M.
  • Meritage Portfolio Management first reported a position in Jacobs Solutions in Q2 2021 and held it in 1 quarter.
  • Meritage Portfolio Management's Jacobs Solutions position peaked at $4.78M in Q2 2021.
  • 659 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2021.

Based on Meritage Portfolio Management's 13F filing for Q3 2021, filed 26 Oct 2021.