Choreo LLC’s Jacobs Solutions J Stock Holding History

Choreo LLC’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	-3,737	Closed	-$494K	–	1539
2024 Q4	$494K	Buy	3,737 +1,259	+51%	+$173K	0.01%	916
2024 Q3	$324K	Sell	2,478 -118	-5%	-$14.2K	﹤0.01%	1161
2024 Q2	$298K	Buy	+2,596	New	+$304K	0.01%	1099

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Choreo LLC's J Position: Q1 2025 in Review

Choreo LLC sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 3,737 shares — an estimated $494K sold.

Choreo LLC first reported a position in J in Q2 2024 and held it in 3 quarters. The position peaked at $494K in Q4 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

Choreo LLC reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
Choreo LLC sold 3,737 Jacobs Solutions shares in Q1 2025, an estimated $494K.
Choreo LLC first reported a position in Jacobs Solutions in Q2 2024 and held it in 3 quarters.
Choreo LLC's Jacobs Solutions position peaked at $494K in Q4 2024.
831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Choreo LLC's 13F filing for Q1 2025, filed 6 May 2025.