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	-$8	–	732
2016 Q3	$8	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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

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

Primecap Management

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mackenzie Financial

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

Allspring Global Investments

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

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