Aquila Investment Management’s Jacobs Solutions J Stock Holding History

Aquila Investment 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 Q4	–	Sell	-12,090	Closed	-$1.36M	–	88
2023 Q3	$1.36M	Buy	12,090 +7,254	+150%	+$782K	1.26%	31
2023 Q2	$476K	Hold	4,836	–	–	0.39%	82
2023 Q1	$470K	Hold	4,836	–	–	0.39%	75
2022 Q4	$480K	Sell	4,836 -12,090	-71%	-$1.19M	0.37%	84
2022 Q3	$1.52M	Buy	16,926 +2,418	+17%	+$251K	1.14%	37
2022 Q2	$1.53M	Hold	14,508	–	–	1.08%	40
2022 Q1	$1.65M	Sell	14,508 -7,253	-33%	-$778K	0.94%	42
2021 Q4	$2.51M	Buy	+21,761	New	+$2.52M	1.21%	36

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Aquila Investment Management's J Position: Q4 2023 in Review

Aquila Investment Management sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 12,090 shares — an estimated $1.36M sold.

Aquila Investment Management first reported a position in J in Q4 2021 and held it in 8 quarters. The position peaked at $2.51M in Q4 2021. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

Aquila Investment Management reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
Aquila Investment Management sold 12,090 Jacobs Solutions shares in Q4 2023, an estimated $1.36M.
Aquila Investment Management first reported a position in Jacobs Solutions in Q4 2021 and held it in 8 quarters.
Aquila Investment Management's Jacobs Solutions position peaked at $2.51M in Q4 2021.
786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on Aquila Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.