YHB Investment Advisors’s Jacobs Solutions J Stock Holding History

YHB Investment 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
2015 Q4	–	Sell	-7,417	Closed	-$230K	–	163
2015 Q3	$230K	Sell	7,417 -1,874	-20%	-$62.7K	0.05%	148
2015 Q2	$312K	Sell	9,291 -7,737	-45%	-$283K	0.07%	140
2015 Q1	$636K	Sell	17,028 -3,373	-17%	-$118K	0.14%	118
2014 Q4	$754K	Sell	20,401 -1,599	-7%	-$61K	0.17%	112
2014 Q3	$888K	Sell	22,000 -505	-2%	-$22K	0.21%	102
2014 Q2	$992K	Buy	22,505 +175	+0.8%	+$8.33K	0.24%	96
2014 Q1	$1.17M	Sell	22,330 -78	-0.3%	-$4.02K	0.3%	91
2013 Q4	$1.17M	Buy	22,408 +786	+4%	+$38.9K	0.31%	90
2013 Q3	$1.04M	Buy	21,622 +743	+4%	+$36.1K	0.31%	92
2013 Q2	$952K	Buy	+20,879	New	+$927K	0.3%	96

Other funds holding J

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YHB Investment Advisors's J Position: Q4 2015 in Review

YHB Investment Advisors sold out of Jacobs Solutions (J) in Q4 2015, closing a stake of 7,417 shares — an estimated $230K sold.

YHB Investment Advisors first reported a position in J in Q2 2013 and held it in 10 quarters. The position peaked at $1.17M in Q1 2014. 438 funds tracked by Wall St. Rank hold J as of Q4 2015.

YHB Investment Advisors reported no remaining Jacobs Solutions position as of Q4 2015 after selling out during the quarter.
YHB Investment Advisors sold 7,417 Jacobs Solutions shares in Q4 2015, an estimated $230K.
YHB Investment Advisors first reported a position in Jacobs Solutions in Q2 2013 and held it in 10 quarters.
YHB Investment Advisors's Jacobs Solutions position peaked at $1.17M in Q1 2014.
438 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2015.

Based on YHB Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.