HeadInvest LLC’s Jacobs Solutions J Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-31	Closed	-$3.49K	–	464
2023 Q3	$3.49K	Buy	+31	New	+$3.34K	﹤0.01%	642

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HeadInvest LLC's J Position: Q4 2023 in Review

HeadInvest LLC sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 31 shares — an estimated $3.49K sold.

HeadInvest LLC first reported a position in J in Q3 2023 and held it in 1 quarter. The position peaked at $3.49K in Q3 2023. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

HeadInvest LLC reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 31 Jacobs Solutions shares in Q4 2023, an estimated $3.49K.
HeadInvest LLC first reported a position in Jacobs Solutions in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Jacobs Solutions position peaked at $3.49K in Q3 2023.
786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.