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Sterling Investment Advisors (Pennsylvania)’s Jacobs Solutions J Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-133
Closed -$14K – 308
2022
Q2 		$14K Hold
133
– – ﹤0.01% 362
2022
Q1 		$15K Hold
133
– – ﹤0.01% 391
2021
Q4 		$15K Hold
133
– – ﹤0.01% 395
2021
Q3 		$15K Hold
133
– – ﹤0.01% 401
2021
Q2 		$15K Buy
+133
New +$15K ﹤0.01% 390

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $19.5B 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s J Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 133 shares — an estimated $14K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in J in Q2 2021 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 133 Jacobs Solutions shares in Q3 2022, an estimated $14K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Jacobs Solutions in Q2 2021 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Jacobs Solutions position peaked at $15K in Q1 2022.
  • 623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.