GG
J icon

Gofen & Glossberg’s Jacobs Solutions J Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$306K Hold
3,083
– – 0.01% 423
2022
Q3 		$277K Hold
3,083
– – 0.01% 423
2022
Q2 		$324K Sell
3,083
-2,055
-40% -$230K 0.01% 403
2022
Q1 		$586K Hold
5,138
– – 0.01% 315
2021
Q4 		$592K Buy
+5,138
New +$594K 0.01% 323

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Gofen & Glossberg's J Position: Q4 2022 in Review

Gofen & Glossberg held its Jacobs Solutions (J) position steady in Q4 2022 at 3,083 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #423.

Gofen & Glossberg first reported a position in J in Q4 2021 and has held it in 5 quarters since. The position peaked at $592K in Q4 2021. 686 funds tracked by Wall St. Rank hold J as of Q4 2022.

  • Gofen & Glossberg held 3,083 shares of Jacobs Solutions worth $306K as of Q4 2022.
  • Gofen & Glossberg left its Jacobs Solutions share count unchanged in Q4 2022.
  • Jacobs Solutions made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #423 holding.
  • Gofen & Glossberg first reported a position in Jacobs Solutions in Q4 2021 and has held it in 5 quarters since.
  • Gofen & Glossberg's Jacobs Solutions position peaked at $592K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.