GI
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Gradient Investments’s Jacobs Solutions J Stock Holding History

Gradient Investments’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
Q1 		– Sell
-6
Closed -$649 – 1541
2023
Q4 		$649 Hold
6
– – ﹤0.01% 1531
2023
Q3 		$683 Hold
6
– – ﹤0.01% 1480
2023
Q2 		$594 Buy
+6
New +$572 ﹤0.01% 1504
2016
Q1 		– Sell
-108
Closed -$4K – 765
2015
Q4 		$4K Buy
+108
New +$3.7K ﹤0.01% 522

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Gradient Investments's J Position: Q1 2024 in Review

Gradient Investments sold out of Jacobs Solutions (J) in Q1 2024, closing a stake of 6 shares — an estimated $649 sold.

Gradient Investments first reported a position in J in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 823 funds tracked by Wall St. Rank hold J as of Q1 2024.

  • Gradient Investments reported no remaining Jacobs Solutions position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 6 Jacobs Solutions shares in Q1 2024, an estimated $649.
  • Gradient Investments first reported a position in Jacobs Solutions in Q4 2015 and held it in 4 quarters.
  • Gradient Investments's Jacobs Solutions position peaked at $4K in Q4 2015.
  • 823 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.