LF
J icon

Lee Financial’s Jacobs Solutions J Stock Holding History

Lee Financial’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
Q1 		– Sell
-135
Closed -$14.5K – 506
2023
Q4 		$14.5K Hold
135
– – ﹤0.01% 367
2023
Q3 		$15.3K Hold
135
– – ﹤0.01% 339
2023
Q2 		$13.3K Sell
135
-37
-22% -$3.53K ﹤0.01% 368
2023
Q1 		$16.7K Buy
172
+37
+27% +$3.69K ﹤0.01% 337
2022
Q4 		$13.4K Hold
135
– – ﹤0.01% 413
2022
Q3 		$12K Hold
135
– – ﹤0.01% 408
2022
Q2 		$14K Buy
135
+14
+12% +$1.57K ﹤0.01% 394
2022
Q1 		$14K Sell
121
-14
-10% -$1.5K ﹤0.01% 390
2021
Q4 		$16K Buy
135
+14
+12% +$1.62K ﹤0.01% 408
2021
Q3 		$13K Hold
121
– – ﹤0.01% 394
2021
Q2 		$13K Hold
121
– – ﹤0.01% 377
2021
Q1 		$13K Buy
+121
New +$11.6K ﹤0.01% 362

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Lee Financial's J Position: Q1 2024 in Review

Lee Financial sold out of Jacobs Solutions (J) in Q1 2024, closing a stake of 135 shares — an estimated $14.5K sold.

Lee Financial first reported a position in J in Q1 2021 and held it in 12 quarters. The position peaked at $16.7K in Q1 2023. 823 funds tracked by Wall St. Rank hold J as of Q1 2024.

  • Lee Financial reported no remaining Jacobs Solutions position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 135 Jacobs Solutions shares in Q1 2024, an estimated $14.5K.
  • Lee Financial first reported a position in Jacobs Solutions in Q1 2021 and held it in 12 quarters.
  • Lee Financial's Jacobs Solutions position peaked at $16.7K in Q1 2023.
  • 823 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.