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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Newfound Research's J Position: Q1 2019 in Review

Newfound Research sold out of Jacobs Solutions (J) in Q1 2019, closing a stake of 19 shares — an estimated $1K sold.

Newfound Research first reported a position in J in Q2 2016 and held it in 11 quarters. The position peaked at $1K in Q4 2018. 541 funds tracked by Wall St. Rank hold J as of Q1 2019.

  • Newfound Research reported no remaining Jacobs Solutions position as of Q1 2019 after selling out during the quarter.
  • Newfound Research sold 19 Jacobs Solutions shares in Q1 2019, an estimated $1K.
  • Newfound Research first reported a position in Jacobs Solutions in Q2 2016 and held it in 11 quarters.
  • Newfound Research's Jacobs Solutions position peaked at $1K in Q4 2018.
  • 541 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2019.

Based on Newfound Research's 13F filing for Q1 2019, filed 14 May 2019.