Shine Investment Advisory Services’s Jacobs Solutions J Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$337K	Buy	4,396 +721	+20%	+$52.7K	0.11%	92
2020 Q2	$258K	Buy	3,675 +1,089	+42%	+$73.4K	0.09%	103
2020 Q1	$170K	Buy	2,586 +394	+18%	+$29.6K	0.08%	122
2019 Q4	$163K	Sell	2,192 -1,320	-38%	-$99.9K	0.06%	144
2019 Q3	$266K	Hold	3,512	–	–	0.13%	93
2019 Q2	$245K	Sell	3,512 -1,884	-35%	-$122K	0.11%	103
2019 Q1	$336K	Buy	5,396 +3,343	+163%	+$188K	0.16%	82
2018 Q4	$99K	Hold	2,053	–	–	0.05%	169
2018 Q3	$130K	Hold	2,053	–	–	0.07%	144
2018 Q2	$108K	Buy	2,053 +296	+17%	+$15.2K	0.06%	167
2018 Q1	$86K	Hold	1,757	–	–	0.05%	196
2017 Q4	$96K	Buy	1,757 +321	+22%	+$16.5K	0.05%	179
2017 Q3	$69K	Buy	1,436 +414	+41%	+$18.5K	0.04%	236
2017 Q2	$46K	Buy	+1,022	New	+$45.4K	0.02%	293

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

RCG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Shine Investment Advisory Services's J Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Jacobs Solutions (J) stake by 20% in Q3 2020, buying an estimated $52.7K and bringing the position to 4,396 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #92.

Shine Investment Advisory Services first reported a position in J in Q2 2017 and has held it in 14 quarters since. 571 funds tracked by Wall St. Rank hold J as of Q3 2020.

Shine Investment Advisory Services held 4,396 shares of Jacobs Solutions worth $337K as of Q3 2020.
Shine Investment Advisory Services bought 721 Jacobs Solutions shares in Q3 2020, an estimated $52.7K.
Jacobs Solutions made up 0.11% of Shine Investment Advisory Services's portfolio in Q3 2020, its #92 holding.
Shine Investment Advisory Services first reported a position in Jacobs Solutions in Q2 2017 and has held it in 14 quarters since.
571 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.