SFM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return