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Financial Counselors Inc’s Jacobs Solutions J Stock Holding History

Financial Counselors Inc’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
Q4 		– Sell
-5,568
Closed -$722K – 590
2024
Q3 		$722K Buy
+5,568
New +$671K 0.01% 383
2019
Q4 		– Sell
-8,510
Closed -$644K – 553
2019
Q3 		$644K Sell
8,510
-542
-6% -$38.8K 0.03% 315
2019
Q2 		$632K Hold
9,052
– – 0.03% 312
2019
Q1 		$563K Sell
9,052
-2,931
-24% -$165K 0.02% 320
2018
Q4 		$579K Hold
11,983
– – 0.03% 308
2018
Q3 		$758K Hold
11,983
– – 0.03% 303
2018
Q2 		$629K Sell
11,983
-38
-0.3% -$1.95K 0.03% 313
2018
Q1 		$588K Hold
12,021
– – 0.03% 316
2017
Q4 		$656K Buy
+12,021
New +$617K 0.03% 314

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 $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Counselors Inc's J Position: Q4 2024 in Review

Financial Counselors Inc sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 5,568 shares — an estimated $722K sold.

Financial Counselors Inc first reported a position in J in Q4 2017 and held it in 9 quarters. The position peaked at $758K in Q3 2018. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Financial Counselors Inc reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 5,568 Jacobs Solutions shares in Q4 2024, an estimated $722K.
  • Financial Counselors Inc first reported a position in Jacobs Solutions in Q4 2017 and held it in 9 quarters.
  • Financial Counselors Inc's Jacobs Solutions position peaked at $758K in Q3 2018.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.