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DCM Advisors’s Jacobs Solutions J Stock Holding History

DCM 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
2023
Q4 		– Sell
-1,888
Closed -$213K – 115
2023
Q3 		$213K Buy
+1,888
New +$203K 0.1% 74
2022
Q3 		– Sell
-2,228
Closed -$235K – 199
2022
Q2 		$235K Buy
2,228
+384
+21% +$43K 0.1% 169
2022
Q1 		$210K Sell
1,844
-302
-14% -$32.4K 0.07% 175
2021
Q4 		$247K Buy
+2,146
New +$248K 0.07% 187

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM Advisors's J Position: Q4 2023 in Review

DCM Advisors sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 1,888 shares — an estimated $213K sold.

DCM Advisors first reported a position in J in Q4 2021 and held it in 4 quarters. The position peaked at $247K in Q4 2021. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

  • DCM Advisors reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
  • DCM Advisors sold 1,888 Jacobs Solutions shares in Q4 2023, an estimated $213K.
  • DCM Advisors first reported a position in Jacobs Solutions in Q4 2021 and held it in 4 quarters.
  • DCM Advisors's Jacobs Solutions position peaked at $247K in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on DCM Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.