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Advanced Portfolio Management’s Jacobs Solutions J Stock Holding History

Advanced Portfolio 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
2023
Q3 		– Sell
-7,095
Closed -$698K – 89
2023
Q2 		$698K Buy
+7,095
New +$676K 0.64% 44

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Advanced Portfolio Management's J Position: Q3 2023 in Review

Advanced Portfolio Management sold out of Jacobs Solutions (J) in Q3 2023, closing a stake of 7,095 shares — an estimated $698K sold.

Advanced Portfolio Management first reported a position in J in Q2 2023 and held it in 1 quarter. The position peaked at $698K in Q2 2023. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

  • Advanced Portfolio Management reported no remaining Jacobs Solutions position as of Q3 2023 after selling out during the quarter.
  • Advanced Portfolio Management sold 7,095 Jacobs Solutions shares in Q3 2023, an estimated $698K.
  • Advanced Portfolio Management first reported a position in Jacobs Solutions in Q2 2023 and held it in 1 quarter.
  • Advanced Portfolio Management's Jacobs Solutions position peaked at $698K in Q2 2023.
  • 738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Advanced Portfolio Management's 13F filing for Q3 2023, filed 14 Nov 2023.