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Disciplined Investments’s Jacobs Solutions J Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-15
Closed -$1.43K – 828
2023
Q2 		$1.43K Sell
15
-1
-6% -$95 ﹤0.01% 802
2023
Q1 		$1.53K Buy
16
+4
+33% +$399 ﹤0.01% 790
2022
Q4 		$1.2K Sell
12
-7
-37% -$687 ﹤0.01% 824
2022
Q3 		$2K Sell
19
-4
-17% -$414 ﹤0.01% 657
2022
Q2 		$2K Buy
23
+4
+21% +$448 ﹤0.01% 672
2022
Q1 		$2K Buy
+19
New +$2.04K ﹤0.01% 715

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Disciplined Investments's J Position: Q3 2023 in Review

Disciplined Investments sold out of Jacobs Solutions (J) in Q3 2023, closing a stake of 15 shares — an estimated $1.43K sold.

Disciplined Investments first reported a position in J in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

  • Disciplined Investments reported no remaining Jacobs Solutions position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 Jacobs Solutions shares in Q3 2023, an estimated $1.43K.
  • Disciplined Investments first reported a position in Jacobs Solutions in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Jacobs Solutions position peaked at $2K in Q3 2022.
  • 738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.