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Householder Group Estate & Retirement Specialist’s Jacobs Solutions J Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$15K Sell
114
-292
-72% -$40.2K 0.01% 319
2024
Q3 		$52K Sell
406
-80
-16% -$9.64K 0.02% 472
2024
Q2 		$56K Buy
486
+114
+31% +$13.4K 0.02% 455
2024
Q1 		$47.4K Hold
372
– – 0.01% 483
2023
Q4 		$39K Hold
372
– – 0.01% 507
2023
Q3 		$42K Buy
+372
New +$40.1K 0.02% 483
2023
Q1 		$29K Hold
297
– – 0.01% 559
2022
Q4 		$29K Hold
297
– – 0.04% 147
2022
Q3 		$26K Buy
+297
New +$30.8K 0.01% 525

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 $113B AUM 38.87% 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

Householder Group Estate & Retirement Specialist's J Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Jacobs Solutions (J) stake by 72% in Q4 2024, selling an estimated $40.2K and leaving 114 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #319.

Householder Group Estate & Retirement Specialist first reported a position in J in Q3 2022 and has held it in 9 quarters since. The position peaked at $56K in Q2 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 114 shares of Jacobs Solutions worth $15K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 292 Jacobs Solutions shares in Q4 2024, an estimated $40.2K.
  • Jacobs Solutions made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #319 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Jacobs Solutions in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Jacobs Solutions position peaked at $56K in Q2 2024.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.