Wishbone 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 Q4	–	Sell	-386,870	Closed	-$29.7M	–	13
2020 Q3	$29.7M	Buy	386,870 +48,358	+14%	+$3.71M	6.26%	7
2020 Q2	$23.7M	Hold	338,512	–	–	5.88%	7
2020 Q1	$22.2M	Sell	338,512 -386,870	-53%	-$25.4M	6.66%	7
2019 Q4	$53.9M	Buy	+725,382	New	+$53.9M	12.4%	4