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Trail Ridge Investment Advisors’s Jacobs Solutions J Stock Holding History

Trail Ridge Investment Advisors’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
Q1 		– Sell
-2,539
Closed -$252K – 122
2022
Q4 		$252K Hold
2,539
– – 0.17% 106
2022
Q3 		$264K Sell
2,539
-423
-14% -$43.8K 0.17% 115
2022
Q2 		$311K Hold
2,962
– – 0.21% 118
2022
Q1 		$338K Hold
2,962
– – 0.21% 112
2021
Q4 		$341K Buy
+2,962
New +$342K 0.2% 111

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $19.5B 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trail Ridge Investment Advisors's J Position: Q1 2023 in Review

Trail Ridge Investment Advisors sold out of Jacobs Solutions (J) in Q1 2023, closing a stake of 2,539 shares — an estimated $252K sold.

Trail Ridge Investment Advisors first reported a position in J in Q4 2021 and held it in 5 quarters. The position peaked at $341K in Q4 2021. 680 funds tracked by Wall St. Rank hold J as of Q1 2023.

  • Trail Ridge Investment Advisors reported no remaining Jacobs Solutions position as of Q1 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 2,539 Jacobs Solutions shares in Q1 2023, an estimated $252K.
  • Trail Ridge Investment Advisors first reported a position in Jacobs Solutions in Q4 2021 and held it in 5 quarters.
  • Trail Ridge Investment Advisors's Jacobs Solutions position peaked at $341K in Q4 2021.
  • 680 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.