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Next Financial Group’s Jacobs Solutions J Stock Holding History

Next Financial Group’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
Q4 		$64K Buy
561
+27
+5% +$3.12K ﹤0.01% 1365
2021
Q3 		$59K Buy
534
+27
+5% +$2.98K ﹤0.01% 1346
2021
Q2 		$56K Buy
507
+14
+3% +$1.58K ﹤0.01% 1345
2021
Q1 		$53K Buy
493
+66
+15% +$6.3K ﹤0.01% 1255
2020
Q4 		$38K Buy
427
+99
+30% +$8.39K ﹤0.01% 1288
2020
Q3 		$25K Buy
+328
New +$24K ﹤0.01% 1336
2020
Q2 		– Sell
-287
Closed -$19K – 1256
2020
Q1 		$19K Sell
287
-117
-29% -$8.8K ﹤0.01% 1292
2019
Q4 		$30K Buy
404
+200
+98% +$15.1K ﹤0.01% 1383
2019
Q3 		$16K Sell
204
-234
-53% -$16.7K ﹤0.01% 1527
2019
Q2 		$31K Sell
438
-65
-13% -$4.2K ﹤0.01% 1320
2019
Q1 		$31K Sell
503
-101
-17% -$5.69K 0.01% 857
2018
Q4 		$29K Hold
604
– – 0.01% 976
2018
Q3 		$38K Buy
+604
New +$35.4K 0.02% 602
2017
Q4 		– Sell
-232
Closed -$11K – 848
2017
Q3 		$11K Hold
232
– – ﹤0.01% 1177
2017
Q2 		$10K Hold
232
– – ﹤0.01% 1312
2017
Q1 		$11K Sell
232
-556
-71% -$26.3K ﹤0.01% 1247
2016
Q4 		$37K Hold
788
– – 0.01% 1078
2016
Q3 		$34K Buy
788
+556
+240% +$24.1K 0.01% 1111
2016
Q2 		$9K Hold
232
– – ﹤0.01% 1223
2016
Q1 		$8K Hold
232
– – ﹤0.01% 1240
2015
Q4 		$8K Hold
232
– – ﹤0.01% 1254
2015
Q3 		$7K Sell
232
-61
-21% -$2.04K ﹤0.01% 1323
2015
Q2 		$9K Sell
293
-60
-17% -$2.19K ﹤0.01% 1303
2015
Q1 		$13K Hold
353
– – ﹤0.01% 1154
2014
Q4 		$13K Sell
353
-677
-66% -$25.8K ﹤0.01% 1147
2014
Q3 		$42K Buy
+1,030
New +$44.9K 0.01% 1036

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's J Position: Q4 2021 in Review

Next Financial Group increased its Jacobs Solutions (J) stake by 5.1% in Q4 2021, buying an estimated $3.12K and bringing the position to 561 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Next Financial Group first reported a position in J in Q3 2014 and has held it in 26 quarters since. 722 funds tracked by Wall St. Rank hold J as of Q4 2021.

  • Next Financial Group held 561 shares of Jacobs Solutions worth $64K as of Q4 2021.
  • Next Financial Group bought 27 Jacobs Solutions shares in Q4 2021, an estimated $3.12K.
  • Jacobs Solutions made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1365 holding.
  • Next Financial Group first reported a position in Jacobs Solutions in Q3 2014 and has held it in 26 quarters since.
  • 722 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.