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Michael B. Elefante’s Jacobs Solutions J Stock Holding History

Michael B. Elefante’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
2014
Q3 		– Sell
-5,365
Closed -$236K – 150
2014
Q2 		$236K Sell
5,365
-269
-5% -$12.8K 0.1% 93
2014
Q1 		$296K Buy
5,634
+423
+8% +$21.8K 0.13% 83
2013
Q4 		$271K Hold
5,211
– – 0.12% 83
2013
Q3 		$251K Buy
5,211
+31
+0.6% +$1.51K 0.13% 82
2013
Q2 		$236K Buy
+5,180
New +$230K 0.13% 87

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Michael B. Elefante's J Position: Q3 2014 in Review

Michael B. Elefante sold out of Jacobs Solutions (J) in Q3 2014, closing a stake of 5,365 shares — an estimated $236K sold.

Michael B. Elefante first reported a position in J in Q2 2013 and held it in 5 quarters. The position peaked at $296K in Q1 2014. 460 funds tracked by Wall St. Rank hold J as of Q3 2014.

  • Michael B. Elefante reported no remaining Jacobs Solutions position as of Q3 2014 after selling out during the quarter.
  • Michael B. Elefante sold 5,365 Jacobs Solutions shares in Q3 2014, an estimated $236K.
  • Michael B. Elefante first reported a position in Jacobs Solutions in Q2 2013 and held it in 5 quarters.
  • Michael B. Elefante's Jacobs Solutions position peaked at $296K in Q1 2014.
  • 460 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2014.

Based on Michael B. Elefante's 13F filing for Q3 2014, filed 24 Nov 2014.