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Dana Investment Advisors’s Jacobs Solutions J Stock Holding History

Dana Investment Advisors’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
-1,750
Closed -$232K – 551
2024
Q4 		$232K Sell
1,750
-505
-22% -$69.5K 0.01% 519
2024
Q3 		$292K Sell
2,255
-1,351
-37% -$163K 0.01% 496
2024
Q2 		$417K Hold
3,606
– – 0.01% 451
2024
Q1 		$459K Buy
3,606
+544
+18% +$63.8K 0.02% 446
2023
Q4 		$329K Sell
3,062
-194
-6% -$21.1K 0.02% 365
2023
Q3 		$368K Buy
+3,256
New +$351K 0.02% 348

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dana Investment Advisors's J Position: Q1 2025 in Review

Dana Investment Advisors sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 1,750 shares — an estimated $232K sold.

Dana Investment Advisors first reported a position in J in Q3 2023 and held it in 6 quarters. The position peaked at $459K in Q1 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Dana Investment Advisors reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 1,750 Jacobs Solutions shares in Q1 2025, an estimated $232K.
  • Dana Investment Advisors first reported a position in Jacobs Solutions in Q3 2023 and held it in 6 quarters.
  • Dana Investment Advisors's Jacobs Solutions position peaked at $459K in Q1 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Dana Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.