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BOS Asset Management’s Jacobs Solutions J Stock Holding History

BOS Asset 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
2024
Q1 		– Sell
-2,192
Closed -$235K – 165
2023
Q4 		$235K Sell
2,192
-419
-16% -$45.6K 0.16% 134
2023
Q3 		$295K Sell
2,611
-361
-12% -$38.9K 0.22% 99
2023
Q2 		$292K Buy
2,972
+651
+28% +$62.1K 0.23% 92
2023
Q1 		$226K Buy
2,321
+94
+4% +$9.38K 0.19% 115
2022
Q4 		$221K Buy
+2,227
New +$219K 0.2% 110

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

BOS Asset Management's J Position: Q1 2024 in Review

BOS Asset Management sold out of Jacobs Solutions (J) in Q1 2024, closing a stake of 2,192 shares — an estimated $235K sold.

BOS Asset Management first reported a position in J in Q4 2022 and held it in 5 quarters. The position peaked at $295K in Q3 2023. 823 funds tracked by Wall St. Rank hold J as of Q1 2024.

  • BOS Asset Management reported no remaining Jacobs Solutions position as of Q1 2024 after selling out during the quarter.
  • BOS Asset Management sold 2,192 Jacobs Solutions shares in Q1 2024, an estimated $235K.
  • BOS Asset Management first reported a position in Jacobs Solutions in Q4 2022 and held it in 5 quarters.
  • BOS Asset Management's Jacobs Solutions position peaked at $295K in Q3 2023.
  • 823 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2024.

Based on BOS Asset Management's 13F filing for Q1 2024, filed 7 May 2024.