Steph & Co’s Jacobs Solutions J Stock Holding History

Steph & Co’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 Q2	–	Sell	-484	Closed	-$55K	–	265
2022 Q1	$55K	Hold	484	–	–	0.03%	179
2021 Q4	$56K	Hold	484	–	–	0.03%	184
2021 Q3	$53K	Buy	+484	New	+$53.5K	0.03%	174

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Steph & Co's J Position: Q2 2022 in Review

Steph & Co sold out of Jacobs Solutions (J) in Q2 2022, closing a stake of 484 shares — an estimated $55K sold.

Steph & Co first reported a position in J in Q3 2021 and held it in 3 quarters. The position peaked at $56K in Q4 2021. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

Steph & Co reported no remaining Jacobs Solutions position as of Q2 2022 after selling out during the quarter.
Steph & Co sold 484 Jacobs Solutions shares in Q2 2022, an estimated $55K.
Steph & Co first reported a position in Jacobs Solutions in Q3 2021 and held it in 3 quarters.
Steph & Co's Jacobs Solutions position peaked at $56K in Q4 2021.
692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on Steph & Co's 13F filing for Q2 2022, filed 13 Jul 2022.