Simplicity Solutions’s Jacobs Solutions J Stock Holding History

Simplicity Solutions’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	–	Sell	-13,673	Closed	-$1.23M	–	756
2020 Q4	$1.23M	Buy	13,673 +599	+5%	+$50.8K	0.02%	490
2020 Q3	$1M	Buy	13,074 +1,693	+15%	+$124K	0.02%	479
2020 Q2	$798K	Buy	11,381 +2,805	+33%	+$189K	0.02%	526
2020 Q1	$562K	Buy	8,576 +2,462	+40%	+$185K	0.02%	462
2019 Q4	$454K	Buy	6,114 +930	+18%	+$70.4K	0.01%	564
2019 Q3	$392K	Buy	5,184 +746	+17%	+$53.4K	0.02%	470
2019 Q2	$310K	Buy	+4,438	New	+$286K	0.01%	480
2019 Q1	–	Sell	-5,131	Closed	-$248K	–	785
2018 Q4	$248K	Buy	5,131 +892	+21%	+$51K	0.03%	506
2018 Q3	$268K	Buy	4,239 +38	+0.9%	+$2.23K	0.02%	423
2018 Q2	$221K	Buy	+4,201	New	+$216K	0.02%	450

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

Simplicity Solutions's J Position: Q1 2021 in Review

Simplicity Solutions sold out of Jacobs Solutions (J) in Q1 2021, closing a stake of 13,673 shares — an estimated $1.23M sold.

Simplicity Solutions first reported a position in J in Q2 2018 and held it in 10 quarters. The position peaked at $1.23M in Q4 2020. 648 funds tracked by Wall St. Rank hold J as of Q1 2021.

Simplicity Solutions reported no remaining Jacobs Solutions position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 13,673 Jacobs Solutions shares in Q1 2021, an estimated $1.23M.
Simplicity Solutions first reported a position in Jacobs Solutions in Q2 2018 and held it in 10 quarters.
Simplicity Solutions's Jacobs Solutions position peaked at $1.23M in Q4 2020.
648 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.