Carmichael Hill & Associates’s Jacobs Solutions J Stock Holding History

Carmichael Hill & Associates’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 Q3	–	Sell	-242	Closed	-$27.9K	–	789
2024 Q2	$27.9K	Hold	242	–	–	0.01%	429
2024 Q1	$30.7K	Hold	242	–	–	0.01%	422
2023 Q4	$26K	Hold	242	–	–	0.01%	436
2023 Q3	$27.3K	Hold	242	–	–	0.01%	426
2023 Q2	$23.8K	Hold	242	–	–	0.01%	443
2023 Q1	$23.5K	Hold	242	–	–	0.01%	433
2022 Q4	$24K	Hold	242	–	–	0.01%	430
2022 Q3	$22K	Hold	242	–	–	0.01%	454
2022 Q2	$25K	Hold	242	–	–	0.01%	428
2022 Q1	$28K	Hold	242	–	–	0.01%	452
2021 Q4	$28K	Hold	242	–	–	0.01%	471
2021 Q3	$27K	Hold	242	–	–	0.01%	480
2021 Q2	$27K	Hold	242	–	–	0.01%	476
2021 Q1	$26K	Sell	242 -279	-54%	-$26.6K	0.01%	462
2020 Q4	$47K	Hold	521	–	–	0.03%	331
2020 Q3	$40K	Hold	521	–	–	0.03%	325
2020 Q2	$37K	Hold	521	–	–	0.03%	321
2020 Q1	$34K	Hold	521	–	–	0.03%	311
2019 Q4	$39K	Buy	+521	New	+$39.4K	0.03%	309

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carmichael Hill & Associates's J Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Jacobs Solutions (J) in Q3 2024, closing a stake of 242 shares — an estimated $27.9K sold.

Carmichael Hill & Associates first reported a position in J in Q4 2019 and held it in 19 quarters. The position peaked at $47K in Q4 2020. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

Carmichael Hill & Associates reported no remaining Jacobs Solutions position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 242 Jacobs Solutions shares in Q3 2024, an estimated $27.9K.
Carmichael Hill & Associates first reported a position in Jacobs Solutions in Q4 2019 and held it in 19 quarters.
Carmichael Hill & Associates's Jacobs Solutions position peaked at $47K in Q4 2020.
820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.