Loomis, Sayles & Company’s Jacobs Solutions J Stock Holding History

Loomis, Sayles & Company’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 Q3	–	Sell	-221	Closed	-$22K	–	963
2023 Q2	$22K	Buy	221 +13	+6%	+$1.24K	﹤0.01%	692
2023 Q1	$20K	Buy	+208	New	+$20.8K	﹤0.01%	734
2022 Q2	–	Sell	-15	Closed	-$2K	–	1013
2022 Q1	$2K	Buy	+15	New	+$1.61K	﹤0.01%	948
2020 Q3	–	Sell	-174	Closed	-$12K	–	691
2020 Q2	$12K	Sell	174 -10	-5%	-$674	﹤0.01%	639
2020 Q1	$12K	Sell	184 -699	-79%	-$52.6K	﹤0.01%	658
2019 Q4	$66K	Buy	883 +77	+10%	+$5.83K	﹤0.01%	664
2019 Q3	$61K	Buy	+806	New	+$57.7K	﹤0.01%	644
2017 Q2	–	Sell	-230	Closed	-$11K	–	973
2017 Q1	$11K	Buy	+230	New	+$10.9K	﹤0.01%	801
2016 Q2	–	Sell	-206	Closed	-$7K	–	1067
2016 Q1	$7K	Sell	206 -35	-15%	-$1.14K	﹤0.01%	894
2015 Q4	$8K	Buy	+241	New	+$8.26K	﹤0.01%	887
2014 Q2	–	Sell	-6,504	Closed	-$342K	–	766
2014 Q1	$342K	Buy	+6,504	New	+$335K	﹤0.01%	613

Other funds holding J

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Loomis, Sayles & Company's J Position: Q3 2023 in Review

Loomis, Sayles & Company sold out of Jacobs Solutions (J) in Q3 2023, closing a stake of 221 shares — an estimated $22K sold.

Loomis, Sayles & Company first reported a position in J in Q1 2014 and held it in 11 quarters. The position peaked at $342K in Q1 2014. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

Loomis, Sayles & Company reported no remaining Jacobs Solutions position as of Q3 2023 after selling out during the quarter.
Loomis, Sayles & Company sold 221 Jacobs Solutions shares in Q3 2023, an estimated $22K.
Loomis, Sayles & Company first reported a position in Jacobs Solutions in Q1 2014 and held it in 11 quarters.
Loomis, Sayles & Company's Jacobs Solutions position peaked at $342K in Q1 2014.
738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Loomis, Sayles & Company's 13F filing for Q3 2023, filed 9 Nov 2023.