Sargent Bickham Lagudis’s Jacobs Solutions J Stock Holding History

Sargent Bickham Lagudis’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 Q4	$703K	Hold	7,082	–	–	0.06%	153
2022 Q3	$636K	Hold	7,082	–	–	0.06%	152
2022 Q2	$744K	Buy	7,082 +221	+3%	+$24.7K	0.06%	151
2022 Q1	$782K	Hold	6,861	–	–	0.06%	153
2021 Q4	$790K	Hold	6,861	–	–	0.06%	145
2021 Q3	$752K	Hold	6,861	–	–	0.06%	141
2021 Q2	$757K	Hold	6,861	–	–	0.06%	138
2021 Q1	$734K	Sell	6,861 -604	-8%	-$57.7K	0.06%	131
2020 Q4	$673K	Hold	7,465	–	–	0.06%	136
2020 Q3	$573K	Hold	7,465	–	–	0.06%	133
2020 Q2	$524K	Sell	7,465 -2,418	-24%	-$163K	0.06%	136
2020 Q1	$648K	Buy	+9,883	New	+$743K	0.08%	131
2019 Q4	–	Sell	-9,883	Closed	-$748K	–	861
2019 Q3	$748K	Hold	9,883	–	–	0.09%	119
2019 Q2	$690K	Hold	9,883	–	–	0.08%	128
2019 Q1	$615K	Hold	9,883	–	–	0.07%	142
2018 Q4	$478K	Buy	+9,883	New	+$565K	0.06%	139
2017 Q3	–	Sell	-214	Closed	-$10K	–	826
2017 Q2	$10K	Buy	+214	New	+$9.52K	﹤0.01%	577
2016 Q4	–	Sell	-181	Closed	-$8K	–	730
2016 Q3	$8K	Buy	+181	New	+$7.85K	﹤0.01%	599

Other funds holding J

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCG

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

Sargent Bickham Lagudis's J Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Jacobs Solutions (J) position steady in Q4 2022 at 7,082 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #153.

Sargent Bickham Lagudis first reported a position in J in Q3 2016 and has held it in 18 quarters since. The position peaked at $790K in Q4 2021. 684 funds tracked by Wall St. Rank hold J as of Q4 2022.

Sargent Bickham Lagudis held 7,082 shares of Jacobs Solutions worth $703K as of Q4 2022.
Sargent Bickham Lagudis left its Jacobs Solutions share count unchanged in Q4 2022.
Jacobs Solutions made up 0.06% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #153 holding.
Sargent Bickham Lagudis first reported a position in Jacobs Solutions in Q3 2016 and has held it in 18 quarters since.
Sargent Bickham Lagudis's Jacobs Solutions position peaked at $790K in Q4 2021.
684 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.