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Perennial Advisors’s Jacobs Solutions J Stock Holding History

Perennial Advisors’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
Q3 		– Sell
-42
Closed -$5K – 177
2021
Q2 		$5K Buy
42
+6
+17% +$678 ﹤0.01% 263
2021
Q1 		$4K Buy
36
+8
+29% +$764 ﹤0.01% 270
2020
Q4 		$3K Buy
+28
New +$2.37K ﹤0.01% 238

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perennial Advisors's J Position: Q3 2021 in Review

Perennial Advisors sold out of Jacobs Solutions (J) in Q3 2021, closing a stake of 42 shares — an estimated $5K sold.

Perennial Advisors first reported a position in J in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 659 funds tracked by Wall St. Rank hold J as of Q3 2021.

  • Perennial Advisors reported no remaining Jacobs Solutions position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 42 Jacobs Solutions shares in Q3 2021, an estimated $5K.
  • Perennial Advisors first reported a position in Jacobs Solutions in Q4 2020 and held it in 3 quarters.
  • Perennial Advisors's Jacobs Solutions position peaked at $5K in Q2 2021.
  • 659 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.