Reilly Financial Advisors’s Jacobs Solutions J Stock Holding History

Reilly Financial 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 Q4	$1K	Buy	+11	New	+$1.27K	﹤0.01%	1073
2016 Q1	–	Sell	-60	Closed	-$2K	–	1234
2015 Q4	$2K	Hold	60	–	–	﹤0.01%	1070
2015 Q3	$2K	Sell	60 -9,068	-99%	-$303K	﹤0.01%	1133
2015 Q2	$307K	Hold	9,128	–	–	0.05%	154
2015 Q1	$341K	Sell	9,128 -514	-5%	-$18K	0.06%	141
2014 Q4	$356K	Hold	9,642	–	–	0.09%	103
2014 Q3	$389K	Buy	9,642 +9,582	+15,970%	+$418K	0.09%	80
2014 Q2	$3K	Buy	+60	New	+$2.86K	﹤0.01%	754

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Reilly Financial Advisors's J Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Jacobs Solutions (J) in Q4 2021: 11 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in J as recently as Q4 2015.

Reilly Financial Advisors first reported a position in J in Q2 2014 and has held it in 8 quarters since. The position peaked at $389K in Q3 2014. 722 funds tracked by Wall St. Rank hold J as of Q4 2021.

Reilly Financial Advisors held 11 shares of Jacobs Solutions worth $1K as of Q4 2021.
Jacobs Solutions was a new Reilly Financial Advisors position in Q4 2021.
Jacobs Solutions made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1073 holding.
Reilly Financial Advisors first reported a position in Jacobs Solutions in Q2 2014 and has held it in 8 quarters since.
Reilly Financial Advisors's Jacobs Solutions position peaked at $389K in Q3 2014.
722 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.