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Cambridge Trust’s Jacobs Solutions J Stock Holding History

Cambridge Trust’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
-85
Closed -$9.55K – 718
2023
Q3 		$9.55K Buy
+85
New +$9.16K ﹤0.01% 583
2023
Q1 		– Sell
-540
Closed -$54K – 783
2022
Q4 		$54K Buy
+540
New +$53K ﹤0.01% 440
2022
Q3 		– Sell
-540
Closed -$57K – 872
2022
Q2 		$57K Sell
540
-74
-12% -$8.28K ﹤0.01% 469
2022
Q1 		$70K Sell
614
-116
-16% -$12.4K ﹤0.01% 484
2021
Q4 		$84K Buy
+730
New +$84.4K ﹤0.01% 447
2014
Q2 		– Sell
-4,425
Closed -$232K – 213
2014
Q1 		$232K Sell
4,425
-242
-5% -$12.5K 0.02% 185
2013
Q4 		$243K Hold
4,667
– – 0.02% 175
2013
Q3 		$224K Sell
4,667
-30
-0.6% -$1.46K 0.02% 172
2013
Q2 		$214K Buy
+4,697
New +$209K 0.02% 170

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cambridge Trust's J Position: Q4 2023 in Review

Cambridge Trust sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 85 shares — an estimated $9.55K sold.

Cambridge Trust first reported a position in J in Q2 2013 and held it in 9 quarters. The position peaked at $243K in Q4 2013. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

  • Cambridge Trust reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 85 Jacobs Solutions shares in Q4 2023, an estimated $9.55K.
  • Cambridge Trust first reported a position in Jacobs Solutions in Q2 2013 and held it in 9 quarters.
  • Cambridge Trust's Jacobs Solutions position peaked at $243K in Q4 2013.
  • 786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.