BFEC
J icon

Benjamin F. Edwards & Company’s Jacobs Solutions J Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$148K Buy
1,285
+52
+4% +$6.1K ﹤0.01% 1000
2024
Q1 		$157K Sell
1,233
-1
-0.1% -$117 ﹤0.01% 975
2023
Q4 		$133K Buy
1,234
+90
+8% +$9.8K ﹤0.01% 993
2023
Q3 		$129K Sell
1,144
-264
-19% -$28.4K 0.01% 828
2023
Q2 		$139K Sell
1,408
-51
-3% -$4.86K 0.01% 813
2023
Q1 		$142K Sell
1,459
-485
-25% -$48.4K 0.01% 809
2022
Q4 		$193K Sell
1,944
-323
-14% -$31.7K 0.01% 728
2022
Q3 		$203K Sell
2,267
-149
-6% -$15.4K 0.01% 671
2022
Q2 		$254K Buy
2,416
+755
+45% +$84.5K 0.01% 609
2022
Q1 		$189K Buy
1,661
+41
+3% +$4.4K 0.01% 699
2021
Q4 		$187K Buy
1,620
+123
+8% +$14.2K 0.01% 706
2021
Q3 		$164K Sell
1,497
-404
-21% -$44.7K 0.01% 720
2021
Q2 		$210K Sell
1,901
-3,978
-68% -$450K 0.01% 640
2021
Q1 		$629K Buy
5,879
+627
+12% +$59.9K 0.03% 412
2020
Q4 		$473K Sell
5,252
-1,293
-20% -$110K 0.03% 439
2020
Q3 		$502K Buy
6,545
+1,122
+21% +$82K 0.03% 390
2020
Q2 		$380K Buy
5,423
+168
+3% +$11.3K 0.03% 421
2020
Q1 		$345K Sell
5,255
-1,136
-18% -$85.4K 0.03% 387
2019
Q4 		$475K Sell
6,391
-720
-10% -$54.5K 0.03% 397
2019
Q3 		$538K Buy
7,111
+354
+5% +$25.3K 0.04% 343
2019
Q2 		$472K Buy
6,757
+132
+2% +$8.52K 0.04% 368
2019
Q1 		$412K Buy
6,625
+53
+0.8% +$2.98K 0.04% 370
2018
Q4 		$318K Sell
6,572
-604
-8% -$34.5K 0.03% 385
2018
Q3 		$454K Sell
7,176
-1,855
-21% -$109K 0.04% 342
2018
Q2 		$474K Buy
9,031
+909
+11% +$46.7K 0.05% 337
2018
Q1 		$397K Buy
8,122
+557
+7% +$29.5K 0.04% 361
2017
Q4 		$413K Buy
7,565
+1,937
+34% +$99.3K 0.04% 346
2017
Q3 		$271K Buy
5,628
+67
+1% +$2.99K 0.03% 385
2017
Q2 		$250K Buy
5,561
+1,207
+28% +$53.7K 0.03% 382
2017
Q1 		$199K Buy
4,354
+31
+0.7% +$1.47K 0.03% 402
2016
Q4 		$204K Buy
4,323
+459
+12% +$21.1K 0.03% 359
2016
Q3 		$165K Buy
3,864
+2,043
+112% +$88.6K 0.03% 366
2016
Q2 		$75K Buy
1,821
+1,579
+652% +$62.2K 0.01% 456
2016
Q1 		$9K Hold
242
– – ﹤0.01% 825
2015
Q4 		$8K Hold
242
– – ﹤0.01% 880
2015
Q3 		$7K Hold
242
– – ﹤0.01% 939
2015
Q2 		$8K Hold
242
– – ﹤0.01% 969
2015
Q1 		$9K Hold
242
– – ﹤0.01% 913
2014
Q4 		$9K Hold
242
– – ﹤0.01% 812
2014
Q3 		$10K Hold
242
– – ﹤0.01% 775
2014
Q2 		$11K Buy
242
+121
+100% +$5.76K ﹤0.01% 720
2014
Q1 		$6K Buy
+121
New +$6.23K ﹤0.01% 754

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Benjamin F. Edwards & Company's J Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Jacobs Solutions (J) stake by 4.2% in Q2 2024, buying an estimated $6.1K and bringing the position to 1,285 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Benjamin F. Edwards & Company first reported a position in J in Q1 2014 and has held it in 42 quarters since. The position peaked at $629K in Q1 2021. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,285 shares of Jacobs Solutions worth $148K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 52 Jacobs Solutions shares in Q2 2024, an estimated $6.1K.
  • Jacobs Solutions made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1000 holding.
  • Benjamin F. Edwards & Company first reported a position in Jacobs Solutions in Q1 2014 and has held it in 42 quarters since.
  • Benjamin F. Edwards & Company's Jacobs Solutions position peaked at $629K in Q1 2021.
  • 817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.