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Edgemoor Investment Advisors’s Jacobs Solutions J Stock Holding History

Edgemoor 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
2023
Q2 		– Sell
-35,773
Closed -$3.48M – 159
2023
Q1 		$3.48M Sell
35,773
-442
-1% -$44.1K 0.42% 54
2022
Q4 		$3.6M Buy
36,215
+18
+0% +$1.77K 0.45% 54
2022
Q3 		$3.25M Buy
36,197
+1,265
+4% +$131K 0.43% 55
2022
Q2 		$3.67M Buy
34,932
+33
+0.1% +$3.69K 0.46% 56
2022
Q1 		$3.98M Sell
34,899
-41
-0.1% -$4.4K 0.42% 59
2021
Q4 		$4.02M Buy
34,940
+4,976
+17% +$575K 0.41% 55
2021
Q3 		$3.29M Buy
+29,964
New +$3.31M 0.37% 56

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

Edgemoor Investment Advisors's J Position: Q2 2023 in Review

Edgemoor Investment Advisors sold out of Jacobs Solutions (J) in Q2 2023, closing a stake of 35,773 shares — an estimated $3.48M sold.

Edgemoor Investment Advisors first reported a position in J in Q3 2021 and held it in 7 quarters. The position peaked at $4.02M in Q4 2021. 717 funds tracked by Wall St. Rank hold J as of Q2 2023.

  • Edgemoor Investment Advisors reported no remaining Jacobs Solutions position as of Q2 2023 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 35,773 Jacobs Solutions shares in Q2 2023, an estimated $3.48M.
  • Edgemoor Investment Advisors first reported a position in Jacobs Solutions in Q3 2021 and held it in 7 quarters.
  • Edgemoor Investment Advisors's Jacobs Solutions position peaked at $4.02M in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2023.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.