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Cape Investment Advisory’s Jacobs Solutions J Stock Holding History

Cape Investment Advisory’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
2025
Q1 		– Sell
-1
Closed -$134 – 1170
2024
Q4 		$134 Sell
1
-22
-96% -$3.03K ﹤0.01% 1072
2024
Q3 		$3.01K Sell
23
-5
-18% -$603 ﹤0.01% 781
2024
Q2 		$3.21K Hold
28
– – ﹤0.01% 740
2024
Q1 		$3.54K Hold
28
– – ﹤0.01% 703
2023
Q4 		$2.98K Hold
28
– – ﹤0.01% 866
2023
Q3 		$3.14K Hold
28
– – ﹤0.01% 738
2023
Q2 		$2.73K Sell
28
-54
-66% -$5.15K ﹤0.01% 744
2023
Q1 		$7.99K Buy
+82
New +$8.18K ﹤0.01% 584

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cape Investment Advisory's J Position: Q1 2025 in Review

Cape Investment Advisory sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 1 share — an estimated $134 sold.

Cape Investment Advisory first reported a position in J in Q1 2023 and held it in 8 quarters. The position peaked at $7.99K in Q1 2023. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Cape Investment Advisory reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 1 Jacobs Solutions share in Q1 2025, an estimated $134.
  • Cape Investment Advisory first reported a position in Jacobs Solutions in Q1 2023 and held it in 8 quarters.
  • Cape Investment Advisory's Jacobs Solutions position peaked at $7.99K in Q1 2023.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.