Valinor Management’s Jacobs Solutions J Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-494,379	Closed	-$32.4M	–	14
2020 Q1	$32.4M	Sell	494,379 -209,364	-30%	-$13.7M	2.9%	22
2019 Q4	$52.3M	Buy	703,743 +19,960	+3%	+$1.48M	3.49%	14
2019 Q3	$51.8M	Buy	+683,783	New	+$51.8M	3.5%	11