DAGCO Inc’s Jacobs Solutions J Stock Holding History

DAGCO Inc’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 Q1	–	Sell	-1,163	Closed	-$125K	–	312
2023 Q4	$125K	Buy	+1,163	New	+$127K	0.12%	82

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

RCG

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

DAGCO Inc's J Position: Q1 2024 in Review

DAGCO Inc sold out of Jacobs Solutions (J) in Q1 2024, closing a stake of 1,163 shares — an estimated $125K sold.

DAGCO Inc first reported a position in J in Q4 2023 and held it in 1 quarter. The position peaked at $125K in Q4 2023. 823 funds tracked by Wall St. Rank hold J as of Q1 2024.

DAGCO Inc reported no remaining Jacobs Solutions position as of Q1 2024 after selling out during the quarter.
DAGCO Inc sold 1,163 Jacobs Solutions shares in Q1 2024, an estimated $125K.
DAGCO Inc first reported a position in Jacobs Solutions in Q4 2023 and held it in 1 quarter.
DAGCO Inc's Jacobs Solutions position peaked at $125K in Q4 2023.
823 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2024.

Based on DAGCO Inc's 13F filing for Q1 2024, filed 15 May 2024.