Convergence Investment Partners’s Jacobs Solutions J Stock Holding History

Convergence Investment Partners’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 Q4	–	Sell	-4,108	Closed	-$532K	–	270
2024 Q3	$532K	Buy	4,108 +855	+26%	+$103K	0.14%	171
2024 Q2	$376K	Buy	3,253 +845	+35%	+$99.1K	0.11%	193
2024 Q1	$306K	Buy	+2,408	New	+$282K	0.12%	196
2021 Q3	–	Sell	-1,170	Closed	-$129K	–	246
2021 Q2	$129K	Buy	+1,170	New	+$132K	0.06%	245
2018 Q2	–	Sell	-862	Closed	-$42K	–	604
2018 Q1	$42K	Buy	+862	New	+$45.6K	0.01%	466
2017 Q2	–	Sell	-26,304	Closed	-$1.2M	–	372
2017 Q1	$1.2M	Sell	26,304 -7,814	-23%	-$369K	0.17%	222
2016 Q4	$1.61M	Buy	+34,118	New	+$1.57M	0.22%	185
2016 Q3	–	Sell	-30,663	Closed	-$1.26M	–	357
2016 Q2	$1.26M	Buy	30,663 +4,438	+17%	+$175K	0.17%	217
2016 Q1	$945K	Buy	+26,225	New	+$857K	0.11%	257
2015 Q4	–	Sell	-90,193	Closed	-$2.79M	–	359
2015 Q3	$2.79M	Buy	+90,193	New	+$3.02M	0.32%	115

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Convergence Investment Partners's J Position: Q4 2024 in Review

Convergence Investment Partners sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 4,108 shares — an estimated $532K sold.

Convergence Investment Partners first reported a position in J in Q3 2015 and held it in 10 quarters. The position peaked at $2.79M in Q3 2015. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

Convergence Investment Partners reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
Convergence Investment Partners sold 4,108 Jacobs Solutions shares in Q4 2024, an estimated $532K.
Convergence Investment Partners first reported a position in Jacobs Solutions in Q3 2015 and held it in 10 quarters.
Convergence Investment Partners's Jacobs Solutions position peaked at $2.79M in Q3 2015.
863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Convergence Investment Partners's 13F filing for Q4 2024, filed 31 Jan 2025.