LMR Partners’s Jacobs Solutions J Stock Holding History

LMR Partners’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
2025 Q4	–	Sell	-10,000	Closed	-$1.5M	–	1671
2025 Q3	$1.5M	Buy	+10,000	New	+$1.44M	0.02%	818
2020 Q1	–	Sell	-5,166	Closed	-$384	–	346
2019 Q4	$384	Sell	5,166 -7,323	-59%	-$554K	﹤0.01%	328
2019 Q3	$945K	Buy	12,489 +2,208	+21%	+$158K	0.05%	178
2019 Q2	$718K	Buy	+10,281	New	+$664K	0.03%	272
2019 Q1	–	Sell	-20,268	Closed	-$980K	–	420
2018 Q4	$980K	Buy	+20,268	New	+$1.16M	0.05%	182
2017 Q3	–	Sell	-15,304	Closed	-$689K	–	434
2017 Q2	$689K	Buy	15,304 +10,228	+201%	+$455K	0.04%	377
2017 Q1	$232K	Sell	5,076 -24,741	-83%	-$1.17M	0.02%	328
2016 Q4	$1.41M	Buy	29,817 +21,485	+258%	+$989K	0.22%	103
2016 Q3	$356K	Sell	8,332 -4,477	-35%	-$194K	0.03%	296
2016 Q2	$527K	Buy	+12,809	New	+$505K	0.08%	278

Other funds holding J

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

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

Allspring Global Investments

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