Patton Albertson Miller Group’s Jacobs Solutions J Stock Holding History

Patton Albertson Miller 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
2022 Q3	–	Sell	-1,934	Closed	-$203K	–	221
2022 Q2	$203K	Sell	1,934 -484	-20%	-$54.2K	0.04%	223
2022 Q1	$276K	Hold	2,418	–	–	0.05%	213
2021 Q4	$278K	Hold	2,418	–	–	0.05%	225
2021 Q3	$265K	Sell	2,418 -268	-10%	-$29.6K	0.05%	220
2021 Q2	$296K	Hold	2,686	–	–	0.07%	183
2021 Q1	$287K	Sell	2,686 -316	-11%	-$30.2K	0.07%	180
2020 Q4	$281K	Buy	+3,002	New	+$254K	0.07%	184

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RCG

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Patton Albertson Miller Group's J Position: Q3 2022 in Review

Patton Albertson Miller Group sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 1,934 shares — an estimated $203K sold.

Patton Albertson Miller Group first reported a position in J in Q4 2020 and held it in 7 quarters. The position peaked at $296K in Q2 2021. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

Patton Albertson Miller Group reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 1,934 Jacobs Solutions shares in Q3 2022, an estimated $203K.
Patton Albertson Miller Group first reported a position in Jacobs Solutions in Q4 2020 and held it in 7 quarters.
Patton Albertson Miller Group's Jacobs Solutions position peaked at $296K in Q2 2021.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Patton Albertson Miller Group's 13F filing for Q3 2022, filed 13 Oct 2022.