Wright Investors Service’s Jacobs Solutions J Stock Holding History

Wright Investors Service’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
2023 Q1	–	Sell	-4,433	Closed	-$440K	–	153
2022 Q4	$440K	Hold	4,433	–	–	0.13%	127
2022 Q3	$397K	Buy	4,433 +2	+0%	+$207	0.12%	125
2022 Q2	$466K	Buy	+4,431	New	+$496K	0.13%	126
2021 Q3	–	Sell	-5,329	Closed	-$588K	–	152
2021 Q2	$588K	Buy	5,329 +84	+2%	+$9.49K	0.16%	123
2021 Q1	$561K	Sell	5,245 -25	-0.5%	-$2.39K	0.17%	124
2020 Q4	$475K	Sell	5,270 -4,512	-46%	-$382K	0.16%	124
2020 Q3	$750K	Buy	9,782 +3,931	+67%	+$287K	0.27%	91
2020 Q2	$410K	Buy	+5,851	New	+$394K	0.16%	121

Other funds holding J

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

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RCG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wright Investors Service's J Position: Q1 2023 in Review

Wright Investors Service sold out of Jacobs Solutions (J) in Q1 2023, closing a stake of 4,433 shares — an estimated $440K sold.

Wright Investors Service first reported a position in J in Q2 2020 and held it in 8 quarters. The position peaked at $750K in Q3 2020. 680 funds tracked by Wall St. Rank hold J as of Q1 2023.

Wright Investors Service reported no remaining Jacobs Solutions position as of Q1 2023 after selling out during the quarter.
Wright Investors Service sold 4,433 Jacobs Solutions shares in Q1 2023, an estimated $440K.
Wright Investors Service first reported a position in Jacobs Solutions in Q2 2020 and held it in 8 quarters.
Wright Investors Service's Jacobs Solutions position peaked at $750K in Q3 2020.
680 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2023.

Based on Wright Investors Service's 13F filing for Q1 2023, filed 26 Apr 2023.