Systematic Financial Management’s Jacobs Solutions J Stock Holding History

Systematic Financial Management’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 Q2	–	Sell	-1,944	Closed	-$189K	–	272
2023 Q1	$189K	Buy	+1,944	New	+$194K	0.01%	246
2019 Q1	–	Sell	-22,378	Closed	-$1.08M	–	654
2018 Q4	$1.08M	Sell	22,378 -238,989	-91%	-$13.7M	0.03%	437
2018 Q3	$16.5M	Sell	261,367 -45,421	-15%	-$2.67M	0.4%	79
2018 Q2	$16.1M	Sell	306,788 -77,379	-20%	-$3.98M	0.39%	89
2018 Q1	$18.8M	Buy	+384,167	New	+$20.3M	0.42%	73
2016 Q2	–	Sell	-51,103	Closed	-$1.84M	–	618
2016 Q1	$1.84M	Buy	51,103 +157	+0.3%	+$5.13K	0.02%	349
2015 Q4	$1.77M	Sell	50,946 -14,000	-22%	-$480K	0.02%	386
2015 Q3	$2.01M	Buy	+64,946	New	+$2.17M	0.02%	476

Other funds holding J

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Systematic Financial Management's J Position: Q2 2023 in Review

Systematic Financial Management sold out of Jacobs Solutions (J) in Q2 2023, closing a stake of 1,944 shares — an estimated $189K sold.

Systematic Financial Management first reported a position in J in Q3 2015 and held it in 8 quarters. The position peaked at $18.8M in Q1 2018. 716 funds tracked by Wall St. Rank hold J as of Q2 2023.

Systematic Financial Management reported no remaining Jacobs Solutions position as of Q2 2023 after selling out during the quarter.
Systematic Financial Management sold 1,944 Jacobs Solutions shares in Q2 2023, an estimated $189K.
Systematic Financial Management first reported a position in Jacobs Solutions in Q3 2015 and held it in 8 quarters.
Systematic Financial Management's Jacobs Solutions position peaked at $18.8M in Q1 2018.
716 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.