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Index Fund Advisors’s Jacobs Solutions J Stock Holding History

Index Fund 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
2023
Q4 		– Sell
-11,136
Closed -$1.26M – 99
2023
Q3 		$1.26M Buy
11,136
+3
+0% +$323 0.08% 30
2023
Q2 		$1.09M Buy
11,133
+2
+0% +$191 0.07% 32
2023
Q1 		$1.08M Sell
11,131
-965
-8% -$96.3K 0.07% 32
2022
Q4 		$1.2M Hold
12,096
– – 0.08% 24
2022
Q3 		$1.08M Hold
12,096
– – 0.08% 26
2022
Q2 		$1.27M Hold
12,096
– – 0.1% 26
2022
Q1 		$1.38M Sell
12,096
-628
-5% -$67.4K 0.1% 23
2021
Q4 		$1.47M Buy
+12,724
New +$1.47M 0.1% 24

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Index Fund Advisors's J Position: Q4 2023 in Review

Index Fund Advisors sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 11,136 shares — an estimated $1.26M sold.

Index Fund Advisors first reported a position in J in Q4 2021 and held it in 8 quarters. The position peaked at $1.47M in Q4 2021. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

  • Index Fund Advisors reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
  • Index Fund Advisors sold 11,136 Jacobs Solutions shares in Q4 2023, an estimated $1.26M.
  • Index Fund Advisors first reported a position in Jacobs Solutions in Q4 2021 and held it in 8 quarters.
  • Index Fund Advisors's Jacobs Solutions position peaked at $1.47M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on Index Fund Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.