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Palo Capital’s Jacobs Solutions J Stock Holding History

Palo Capital’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
2018
Q4 		$676K Sell
13,987
-182
-1% -$10.4K 0.29% 93
2018
Q3 		$897K Sell
14,169
-1,626
-10% -$95.4K 0.32% 89
2018
Q2 		$829K Sell
15,795
-665
-4% -$34.2K 0.3% 99
2018
Q1 		$805K Sell
16,460
-460
-3% -$24.3K 0.29% 101
2017
Q4 		$923K Sell
16,920
-1,160
-6% -$59.5K 0.41% 77
2017
Q3 		$871K Sell
18,080
-224
-1% -$10K 0.46% 72
2017
Q2 		$823K Hold
18,304
– – 0.47% 77
2017
Q1 		$837K Buy
+18,304
New +$866K 0.49% 69

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Palo Capital's J Position: Q4 2018 in Review

Palo Capital reduced its Jacobs Solutions (J) stake by 1.3% in Q4 2018, selling an estimated $10.4K and leaving 13,987 shares worth $676K. The position accounts for 0.29% of the portfolio, ranked #93.

Palo Capital first reported a position in J in Q1 2017 and has held it in 8 quarters since. The position peaked at $923K in Q4 2017. 531 funds tracked by Wall St. Rank hold J as of Q4 2018.

  • Palo Capital held 13,987 shares of Jacobs Solutions worth $676K as of Q4 2018.
  • Palo Capital sold 182 Jacobs Solutions shares in Q4 2018, an estimated $10.4K.
  • Jacobs Solutions made up 0.29% of Palo Capital's portfolio in Q4 2018, its #93 holding.
  • Palo Capital first reported a position in Jacobs Solutions in Q1 2017 and has held it in 8 quarters since.
  • Palo Capital's Jacobs Solutions position peaked at $923K in Q4 2017.
  • 531 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.