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Essex Savings Bank’s Jacobs Solutions J Stock Holding History

Essex Savings Bank’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
2025
Q1 		– Sell
-1,539
Closed -$204K – 306
2024
Q4 		$204K Buy
+1,539
New +$212K 0.05% 289
2024
Q3 		– Sell
-1,813
Closed -$210K – 286
2024
Q2 		$210K Buy
+1,813
New +$213K 0.06% 252
2023
Q4 		– Sell
-1,813
Closed -$205K – 269
2023
Q3 		$205K Buy
+1,813
New +$195K 0.07% 221
2022
Q2 		– Sell
-1,813
Closed -$207K – 221
2022
Q1 		$207K Hold
1,813
– – 0.07% 214
2021
Q4 		$209K Hold
1,813
– – 0.07% 213
2021
Q3 		$202K Hold
1,813
– – 0.07% 206
2021
Q2 		$213K Buy
+1,813
New +$205K 0.08% 204

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Savings Bank's J Position: Q1 2025 in Review

Essex Savings Bank sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 1,539 shares — an estimated $204K sold.

Essex Savings Bank first reported a position in J in Q2 2021 and held it in 7 quarters. The position peaked at $213K in Q2 2021. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Essex Savings Bank reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Essex Savings Bank sold 1,539 Jacobs Solutions shares in Q1 2025, an estimated $204K.
  • Essex Savings Bank first reported a position in Jacobs Solutions in Q2 2021 and held it in 7 quarters.
  • Essex Savings Bank's Jacobs Solutions position peaked at $213K in Q2 2021.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Essex Savings Bank's 13F filing for Q1 2025, filed 21 Apr 2025.