Steward Financial Group’s Jacobs Solutions J Stock Holding History

Steward Financial Group’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
2023 Q3	$7K	Buy	+63	New	+$6.79K	﹤0.01%	498
2023 Q2	–	Sell	-35	Closed	-$3K	–	731
2023 Q1	$3K	Buy	35 +23	+192%	+$2.29K	﹤0.01%	421
2022 Q4	$1K	Buy	+12	New	+$1.18K	﹤0.01%	429
2022 Q3	–	Sell	-12	Closed	-$1K	–	700
2022 Q2	$1K	Buy	+12	New	+$1.34K	﹤0.01%	774
2022 Q1	–	Sell	-15	Closed	-$1K	–	333
2021 Q4	$1K	Buy	+15	New	+$1.73K	﹤0.01%	241

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCG

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

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

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

Steward Financial Group's J Position: Q3 2023 in Review

Steward Financial Group opened a new position in Jacobs Solutions (J) in Q3 2023: 63 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in J as recently as Q1 2023.

Steward Financial Group first reported a position in J in Q4 2021 and has held it in 5 quarters since. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

Steward Financial Group held 63 shares of Jacobs Solutions worth $7K as of Q3 2023.
Jacobs Solutions was a new Steward Financial Group position in Q3 2023.
Jacobs Solutions made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #498 holding.
Steward Financial Group first reported a position in Jacobs Solutions in Q4 2021 and has held it in 5 quarters since.
738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.