Bollard Group’s Jacobs Solutions J Stock Holding History

Bollard Group’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	-6	Closed	-$1K	–	533
2023 Q2	$1K	Buy	+6	New	+$572	﹤0.01%	606

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bollard Group's J Position: Q3 2023 in Review

Bollard Group sold out of Jacobs Solutions (J) in Q3 2023, closing a stake of 6 shares — an estimated $1K sold.

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

Bollard Group reported no remaining Jacobs Solutions position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 6 Jacobs Solutions shares in Q3 2023, an estimated $1K.
Bollard Group first reported a position in Jacobs Solutions in Q2 2023 and held it in 1 quarter.
Bollard Group's Jacobs Solutions position peaked at $1K in Q2 2023.
738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.