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Empirical Asset Management’s Jacobs Solutions J Stock Holding History

Empirical Asset Management’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
-2,816
Closed -$277K – 181
2023
Q2 		$277K Buy
2,816
+514
+22% +$49K 0.25% 122
2023
Q1 		$224K Buy
+2,302
New +$230K 0.21% 130

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

Empirical Asset Management's J Position: Q3 2023 in Review

Empirical Asset Management sold out of Jacobs Solutions (J) in Q3 2023, closing a stake of 2,816 shares — an estimated $277K sold.

Empirical Asset Management first reported a position in J in Q1 2023 and held it in 2 quarters. The position peaked at $277K in Q2 2023. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

  • Empirical Asset Management reported no remaining Jacobs Solutions position as of Q3 2023 after selling out during the quarter.
  • Empirical Asset Management sold 2,816 Jacobs Solutions shares in Q3 2023, an estimated $277K.
  • Empirical Asset Management first reported a position in Jacobs Solutions in Q1 2023 and held it in 2 quarters.
  • Empirical Asset Management's Jacobs Solutions position peaked at $277K in Q2 2023.
  • 738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Empirical Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.