Rikoon Group’s Jacobs Solutions J Stock Holding History

Rikoon 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 Q1	$257K	Hold	2,401	–	–	0.07%	204
2020 Q4	$216K	Buy	+2,401	New	+$204K	0.06%	213

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

RCG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rikoon Group's J Position: Q1 2021 in Review

Rikoon Group held its Jacobs Solutions (J) position steady in Q1 2021 at 2,401 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #204.

Rikoon Group first reported a position in J in Q4 2020 and has held it in 2 quarters since. 649 funds tracked by Wall St. Rank hold J as of Q1 2021.

Rikoon Group held 2,401 shares of Jacobs Solutions worth $257K as of Q1 2021.
Rikoon Group left its Jacobs Solutions share count unchanged in Q1 2021.
Jacobs Solutions made up 0.07% of Rikoon Group's portfolio in Q1 2021, its #204 holding.
Rikoon Group first reported a position in Jacobs Solutions in Q4 2020 and has held it in 2 quarters since.
649 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.