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Hyperion Capital Advisors’s Jacobs Solutions J Stock Holding History

Hyperion Capital Advisors’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 		– Sell
-2,313
Closed -$300K – 117
2024
Q3 		$300K Sell
2,313
-456
-16% -$55K 0.14% 54
2024
Q2 		$320K Hold
2,769
– – 0.15% 47
2024
Q1 		$352K Hold
2,769
– – 0.17% 42
2023
Q4 		$297K Buy
+2,769
New +$301K 0.16% 49
2023
Q3 		– Sell
-2,239
Closed -$220K – 65
2023
Q2 		$220K Buy
+2,239
New +$213K 0.12% 58
2020
Q4 		– Sell
-6,023
Closed -$462K – 44
2020
Q3 		$462K Buy
6,023
+1,451
+32% +$106K 0.22% 29
2020
Q2 		$321K Sell
4,572
-905
-17% -$61K 0.19% 35
2020
Q1 		$359K Sell
5,477
-4,231
-44% -$318K 0.25% 32
2019
Q4 		$721K Buy
+9,708
New +$735K 0.39% 21

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 $95.5B AUM 28.4% 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

Hyperion Capital Advisors's J Position: Q4 2024 in Review

Hyperion Capital Advisors sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 2,313 shares — an estimated $300K sold.

Hyperion Capital Advisors first reported a position in J in Q4 2019 and held it in 9 quarters. The position peaked at $721K in Q4 2019. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Hyperion Capital Advisors reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • Hyperion Capital Advisors sold 2,313 Jacobs Solutions shares in Q4 2024, an estimated $300K.
  • Hyperion Capital Advisors first reported a position in Jacobs Solutions in Q4 2019 and held it in 9 quarters.
  • Hyperion Capital Advisors's Jacobs Solutions position peaked at $721K in Q4 2019.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Hyperion Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.