Valeo Financial Advisors’s Jacobs Solutions J Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-837	Closed	-$59K	–	1870
2020 Q2	$59K	Buy	837 +23	+3%	+$1.55K	0.01%	659
2020 Q1	$54K	Sell	814 -36	-4%	-$2.71K	0.01%	580
2019 Q4	$63K	Sell	850 -42	-5%	-$3.18K	0.01%	565
2019 Q3	$68K	Sell	892 -484	-35%	-$34.6K	0.01%	517
2019 Q2	$96K	Sell	1,376 -1,916	-58%	-$124K	0.01%	442
2019 Q1	$205K	Sell	3,292 -13,368	-80%	-$753K	0.02%	273
2018 Q4	$806K	Sell	16,660 -967	-5%	-$55.3K	0.11%	131
2018 Q3	$1.09M	Buy	17,627 +121	+0.7%	+$7.1K	0.15%	108
2018 Q2	$1.03M	Buy	17,506 +677	+4%	+$34.8K	0.14%	108
2018 Q1	$823K	Buy	+16,829	New	+$891K	0.13%	112

Other funds holding J

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Valeo Financial Advisors's J Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Jacobs Solutions (J) in Q3 2020, closing a stake of 837 shares — an estimated $59K sold.

Valeo Financial Advisors first reported a position in J in Q1 2018 and held it in 10 quarters. The position peaked at $1.09M in Q3 2018. 570 funds tracked by Wall St. Rank hold J as of Q3 2020.

Valeo Financial Advisors reported no remaining Jacobs Solutions position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 837 Jacobs Solutions shares in Q3 2020, an estimated $59K.
Valeo Financial Advisors first reported a position in Jacobs Solutions in Q1 2018 and held it in 10 quarters.
Valeo Financial Advisors's Jacobs Solutions position peaked at $1.09M in Q3 2018.
570 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.