Scharf Investments’s Jacobs Solutions J Stock Holding History

Scharf Investments’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 Q1	–	Sell	-4,958	Closed	-$571K	–	52
2021 Q4	$571K	Sell	4,958 -465,677	-99%	-$53.8M	0.02%	51
2021 Q3	$51.6M	Sell	470,635 -10,582	-2%	-$1.17M	1.63%	24
2021 Q2	$53.1M	Buy	481,217 +16,580	+4%	+$1.87M	1.61%	25
2021 Q1	$49.7M	Sell	464,637 -2,903	-0.6%	-$277K	1.72%	23
2020 Q4	$42.1M	Buy	+467,540	New	+$39.6M	1.59%	22

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scharf Investments's J Position: Q1 2022 in Review

Scharf Investments sold out of Jacobs Solutions (J) in Q1 2022, closing a stake of 4,958 shares — an estimated $571K sold.

Scharf Investments first reported a position in J in Q4 2020 and held it in 5 quarters. The position peaked at $53.1M in Q2 2021. 701 funds tracked by Wall St. Rank hold J as of Q1 2022.

Scharf Investments reported no remaining Jacobs Solutions position as of Q1 2022 after selling out during the quarter.
Scharf Investments sold 4,958 Jacobs Solutions shares in Q1 2022, an estimated $571K.
Scharf Investments first reported a position in Jacobs Solutions in Q4 2020 and held it in 5 quarters.
Scharf Investments's Jacobs Solutions position peaked at $53.1M in Q2 2021.
701 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2022.

Based on Scharf Investments's 13F filing for Q1 2022, filed 13 Apr 2022.