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Cooper Financial Group’s Jacobs Solutions J Stock Holding History

Cooper Financial Group’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
-1,650
Closed -$214K – 401
2024
Q3 		$214K Sell
1,650
-317
-16% -$38.2K 0.03% 360
2024
Q2 		$227K Hold
1,967
– – 0.03% 350
2024
Q1 		$250K Hold
1,967
– – 0.04% 314
2023
Q4 		$211K Buy
1,967
+1
+0.1% +$109 0.04% 327
2023
Q3 		$222K Buy
+1,966
New +$212K 0.05% 302

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cooper Financial Group's J Position: Q4 2024 in Review

Cooper Financial Group sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 1,650 shares — an estimated $214K sold.

Cooper Financial Group first reported a position in J in Q3 2023 and held it in 5 quarters. The position peaked at $250K in Q1 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Cooper Financial Group reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • Cooper Financial Group sold 1,650 Jacobs Solutions shares in Q4 2024, an estimated $214K.
  • Cooper Financial Group first reported a position in Jacobs Solutions in Q3 2023 and held it in 5 quarters.
  • Cooper Financial Group's Jacobs Solutions position peaked at $250K in Q1 2024.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Cooper Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.