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Wishbone Management’s Jacobs Solutions J Stock Holding History

Wishbone Management’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
Q4 		– Sell
-386,870
Closed -$29.7M – 13
2020
Q3 		$29.7M Buy
386,870
+48,358
+14% +$3.53M 6.26% 7
2020
Q2 		$23.7M Hold
338,512
– – 5.88% 7
2020
Q1 		$22.2M Sell
338,512
-386,870
-53% -$29.1M 6.66% 7
2019
Q4 		$53.9M Buy
+725,382
New +$54.9M 12.4% 4

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wishbone Management's J Position: Q4 2020 in Review

Wishbone Management sold out of Jacobs Solutions (J) in Q4 2020, closing a stake of 386,870 shares — an estimated $29.7M sold.

Wishbone Management first reported a position in J in Q4 2019 and held it in 4 quarters. The position peaked at $53.9M in Q4 2019. 639 funds tracked by Wall St. Rank hold J as of Q4 2020.

  • Wishbone Management reported no remaining Jacobs Solutions position as of Q4 2020 after selling out during the quarter.
  • Wishbone Management sold 386,870 Jacobs Solutions shares in Q4 2020, an estimated $29.7M.
  • Wishbone Management first reported a position in Jacobs Solutions in Q4 2019 and held it in 4 quarters.
  • Wishbone Management's Jacobs Solutions position peaked at $53.9M in Q4 2019.
  • 639 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2020.

Based on Wishbone Management's 13F filing for Q4 2020, filed 16 Feb 2021.