Eminence Capital’s Jacobs Solutions J Stock Holding History

Eminence Capital’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 Q2	–	Sell	-395,039	Closed	-$50.2M	–	63
2024 Q1	$50.2M	Buy	+395,039	New	+$46.3M	0.71%	42

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

Eminence Capital's J Position: Q2 2024 in Review

Eminence Capital sold out of Jacobs Solutions (J) in Q2 2024, closing a stake of 395,039 shares — an estimated $50.2M sold.

Eminence Capital first reported a position in J in Q1 2024 and held it in 1 quarter. The position peaked at $50.2M in Q1 2024. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

Eminence Capital reported no remaining Jacobs Solutions position as of Q2 2024 after selling out during the quarter.
Eminence Capital sold 395,039 Jacobs Solutions shares in Q2 2024, an estimated $50.2M.
Eminence Capital first reported a position in Jacobs Solutions in Q1 2024 and held it in 1 quarter.
Eminence Capital's Jacobs Solutions position peaked at $50.2M in Q1 2024.
817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on Eminence Capital's 13F filing for Q2 2024, filed 14 Aug 2024.