Newfound Research’s Jacobs Solutions J Stock Holding History

Newfound Research’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
2019 Q1	–	Sell	-19	Closed	-$1K	–	184
2018 Q4	$1K	Sell	19 -2	-10%	-$114	﹤0.01%	107
2018 Q3	$1K	Sell	21 -1	-5%	-$59	﹤0.01%	148
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	137
2018 Q1	$1K	Buy	22 +7	+47%	+$370	﹤0.01%	134
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	142
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	139
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	137
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	135
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	112
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	122
2016 Q2	$1K	Buy	+15	New	+$591	﹤0.01%	114

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

Primecap Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return