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GYL Financial Synergies’s Jacobs Solutions J Stock Holding History

GYL Financial Synergies’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
Q3 		$1.18M Sell
9,119
-1,896
-17% -$228K 0.09% 173
2024
Q2 		$1.27M Buy
11,015
+614
+6% +$72K 0.1% 170
2024
Q1 		$1.32M Buy
+10,401
New +$1.22M 0.1% 161

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 $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GYL Financial Synergies's J Position: Q3 2024 in Review

GYL Financial Synergies reduced its Jacobs Solutions (J) stake by 17% in Q3 2024, selling an estimated $228K and leaving 9,119 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #173.

GYL Financial Synergies first reported a position in J in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.32M in Q1 2024. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

  • GYL Financial Synergies held 9,119 shares of Jacobs Solutions worth $1.18M as of Q3 2024.
  • GYL Financial Synergies sold 1,896 Jacobs Solutions shares in Q3 2024, an estimated $228K.
  • Jacobs Solutions made up 0.09% of GYL Financial Synergies's portfolio in Q3 2024, its #173 holding.
  • GYL Financial Synergies first reported a position in Jacobs Solutions in Q1 2024 and has held it in 3 quarters since.
  • GYL Financial Synergies's Jacobs Solutions position peaked at $1.32M in Q1 2024.
  • 820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.