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tru Independence’s Jacobs Solutions J Stock Holding History

tru Independence’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
2021
Q2 		– Sell
-8,041
Closed -$860K – 325
2021
Q1 		$860K Sell
8,041
-2,525
-24% -$241K 0.16% 127
2020
Q4 		$952 Sell
10,566
-813
-7% -$68.9K ﹤0.01% 341
2020
Q3 		$873K Sell
11,379
-2,232
-16% -$163K 0.25% 82
2020
Q2 		$955 Buy
+13,611
New +$918K 0.14% 117

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

tru Independence's J Position: Q2 2021 in Review

tru Independence sold out of Jacobs Solutions (J) in Q2 2021, closing a stake of 8,041 shares — an estimated $860K sold.

tru Independence first reported a position in J in Q2 2020 and held it in 4 quarters. The position peaked at $873K in Q3 2020. 688 funds tracked by Wall St. Rank hold J as of Q2 2021.

  • tru Independence reported no remaining Jacobs Solutions position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 8,041 Jacobs Solutions shares in Q2 2021, an estimated $860K.
  • tru Independence first reported a position in Jacobs Solutions in Q2 2020 and held it in 4 quarters.
  • tru Independence's Jacobs Solutions position peaked at $873K in Q3 2020.
  • 688 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.