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UBS’s Jacobs Solutions J Stock Holding History

UBS’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
2014
Q3 		$5.49M Sell
136,032
-197,269
-59% -$8.6M ﹤0.01% 1931
2014
Q2 		$14.7M Buy
333,301
+239,098
+254% +$11.4M 0.01% 1084
2014
Q1 		$4.95M Buy
94,203
+30,044
+47% +$1.55M ﹤0.01% 1883
2013
Q4 		$3.34M Buy
64,159
+5,331
+9% +$264K ﹤0.01% 2266
2013
Q3 		$2.83M Sell
58,828
-30,089
-34% -$1.46M ﹤0.01% 2248
2013
Q2 		$4.05M Buy
+88,917
New +$3.95M ﹤0.01% 1831

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS's J Position: Q3 2014 in Review

UBS reduced its Jacobs Solutions (J) stake by 59% in Q3 2014, selling an estimated $8.6M and leaving 136,032 shares worth $5.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

UBS first reported a position in J in Q2 2013 and has held it in 6 quarters since. The position peaked at $14.7M in Q2 2014. 460 funds tracked by Wall St. Rank hold J as of Q3 2014.

  • UBS held 136,032 shares of Jacobs Solutions worth $5.49M as of Q3 2014.
  • UBS sold 197,269 Jacobs Solutions shares in Q3 2014, an estimated $8.6M.
  • Jacobs Solutions made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1931 holding.
  • UBS first reported a position in Jacobs Solutions in Q2 2013 and has held it in 6 quarters since.
  • UBS's Jacobs Solutions position peaked at $14.7M in Q2 2014.
  • 460 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.