Morse Asset Management’s Jacobs Solutions J Stock Holding History

Morse Asset 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
2022 Q1	–	Sell	-4,376	Closed	-$504K	–	171
2021 Q4	$504K	Buy	+4,376	New	+$506K	0.11%	118
2021 Q2	–	Sell	-5,827	Closed	-$623K	–	166
2021 Q1	$623K	Buy	5,827 +1,160	+25%	+$111K	0.16%	106
2020 Q4	$421K	Buy	+4,667	New	+$396K	0.12%	111
2020 Q2	–	Sell	-14,689	Closed	-$963K	–	120
2020 Q1	$963K	Sell	14,689 -484	-3%	-$36.4K	0.46%	52
2019 Q4	$1.13M	Sell	15,173 -3,626	-19%	-$274K	0.39%	69
2019 Q3	$1.42M	Sell	18,799 -7,738	-29%	-$554K	0.53%	55
2019 Q2	$1.85M	Buy	26,537 +12,664	+91%	+$817K	0.55%	51
2019 Q1	$863K	Buy	+13,873	New	+$781K	0.26%	78

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

Morse Asset Management's J Position: Q1 2022 in Review

Morse Asset Management sold out of Jacobs Solutions (J) in Q1 2022, closing a stake of 4,376 shares — an estimated $504K sold.

Morse Asset Management first reported a position in J in Q1 2019 and held it in 8 quarters. The position peaked at $1.85M in Q2 2019. 701 funds tracked by Wall St. Rank hold J as of Q1 2022.

Morse Asset Management reported no remaining Jacobs Solutions position as of Q1 2022 after selling out during the quarter.
Morse Asset Management sold 4,376 Jacobs Solutions shares in Q1 2022, an estimated $504K.
Morse Asset Management first reported a position in Jacobs Solutions in Q1 2019 and held it in 8 quarters.
Morse Asset Management's Jacobs Solutions position peaked at $1.85M in Q2 2019.
701 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2022.

Based on Morse Asset Management's 13F filing for Q1 2022, filed 12 May 2022.