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Zimmermann Investment Management & Planning’s Jacobs Solutions J Stock Holding History

Zimmermann Investment Management & Planning’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
2022
Q3 		– Sell
-7,018
Closed -$738K – 99
2022
Q2 		$738K Sell
7,018
-910
-11% -$102K 0.51% 46
2022
Q1 		$904K Sell
7,928
-39
-0.5% -$4.18K 0.54% 44
2021
Q4 		$918K Buy
+7,967
New +$921K 0.52% 38

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Zimmermann Investment Management & Planning's J Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 7,018 shares — an estimated $738K sold.

Zimmermann Investment Management & Planning first reported a position in J in Q4 2021 and held it in 3 quarters. The position peaked at $918K in Q4 2021. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

  • Zimmermann Investment Management & Planning reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 7,018 Jacobs Solutions shares in Q3 2022, an estimated $738K.
  • Zimmermann Investment Management & Planning first reported a position in Jacobs Solutions in Q4 2021 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Jacobs Solutions position peaked at $918K in Q4 2021.
  • 623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.