Buckingham Strategic Wealth’s Jacobs Solutions J Stock Holding History

Buckingham Strategic Wealth’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	$431K	Buy	3,728 +476	+15%	+$55.8K	﹤0.01%	500
2024 Q1	$414K	Sell	3,252 -53	-2%	-$6.21K	﹤0.01%	514
2023 Q4	$355K	Buy	3,305 +53	+2%	+$5.77K	﹤0.01%	525
2023 Q3	$367K	Buy	3,252 +42	+1%	+$4.53K	0.01%	498
2023 Q2	$316K	Buy	3,210 +398	+14%	+$37.9K	﹤0.01%	525
2023 Q1	$279K	Hold	2,812	–	–	0.01%	495
2022 Q4	$279K	Buy	2,812 +25	+0.9%	+$2.46K	0.01%	497
2022 Q3	$250K	Hold	2,787	–	–	0.01%	505
2022 Q2	$293K	Hold	2,787	–	–	0.01%	470
2022 Q1	$318K	Hold	2,787	–	–	0.01%	455
2021 Q4	$321K	Sell	2,787 -37	-1%	-$4.28K	0.01%	460
2021 Q3	$310K	Buy	2,824 +216	+8%	+$23.9K	0.01%	461
2021 Q2	$288K	Hold	2,608	–	–	0.01%	472
2021 Q1	$279K	Hold	2,608	–	–	0.01%	452
2020 Q4	$235K	Buy	+2,608	New	+$221K	0.01%	472

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Buckingham Strategic Wealth's J Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Jacobs Solutions (J) stake by 15% in Q2 2024, buying an estimated $55.8K and bringing the position to 3,728 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Buckingham Strategic Wealth first reported a position in J in Q4 2020 and has held it in 15 quarters since. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

Buckingham Strategic Wealth held 3,728 shares of Jacobs Solutions worth $431K as of Q2 2024.
Buckingham Strategic Wealth bought 476 Jacobs Solutions shares in Q2 2024, an estimated $55.8K.
Jacobs Solutions made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #500 holding.
Buckingham Strategic Wealth first reported a position in Jacobs Solutions in Q4 2020 and has held it in 15 quarters since.
817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.