MPS Loria Financial Planners’s Jacobs Solutions J Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-7	Closed	–	–	343
2021 Q1	$0	Hold	7	–	–	﹤0.01%	604
2020 Q4	$1K	Buy	+7	New	+$593	﹤0.01%	548
2020 Q3	–	Sell	-4,148	Closed	-$291K	–	335
2020 Q2	$291K	Hold	4,148	–	–	0.16%	49
2020 Q1	$271K	Hold	4,148	–	–	0.21%	46
2019 Q4	$308K	Hold	4,148	–	–	0.18%	50
2019 Q3	$313K	Buy	+4,148	New	+$297K	0.2%	46
2019 Q2	–	Sell	-4,500	Closed	-$280K	–	73
2019 Q1	$280K	Sell	4,500 -4,185	-48%	-$236K	0.19%	52
2018 Q4	$419K	Hold	8,685	–	–	0.3%	36
2018 Q3	$550K	Hold	8,685	–	–	0.34%	31
2018 Q2	$456K	Buy	8,685 +3,786	+77%	+$195K	0.46%	33
2018 Q1	$240K	Hold	4,899	–	–	0.17%	61
2017 Q4	$267K	Hold	4,899	–	–	0.18%	60
2017 Q3	$236K	Hold	4,899	–	–	0.17%	65
2017 Q2	$209K	Buy	+4,899	New	+$218K	0.14%	69

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MPS Loria Financial Planners's J Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Jacobs Solutions (J) in Q2 2021, closing a stake of 7 shares.

MPS Loria Financial Planners first reported a position in J in Q2 2017 and held it in 14 quarters. The position peaked at $550K in Q3 2018. 688 funds tracked by Wall St. Rank hold J as of Q2 2021.

MPS Loria Financial Planners reported no remaining Jacobs Solutions position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 7 Jacobs Solutions shares in Q2 2021.
MPS Loria Financial Planners first reported a position in Jacobs Solutions in Q2 2017 and held it in 14 quarters.
MPS Loria Financial Planners's Jacobs Solutions position peaked at $550K in Q3 2018.
688 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.