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McGlone Suttner Wealth Management’s Jacobs Solutions J Stock Holding History

McGlone Suttner Wealth Management’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
Q3 		– Sell
-2,524
Closed -$271K – 178
2024
Q2 		$271K Sell
2,524
-141
-5% -$16.5K 0.06% 125
2024
Q1 		$339K Buy
2,665
+141
+6% +$16.5K 0.06% 122
2023
Q4 		$271K Buy
+2,524
New +$275K 0.05% 125

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
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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McGlone Suttner Wealth Management's J Position: Q3 2024 in Review

McGlone Suttner Wealth Management sold out of Jacobs Solutions (J) in Q3 2024, closing a stake of 2,524 shares — an estimated $271K sold.

McGlone Suttner Wealth Management first reported a position in J in Q4 2023 and held it in 3 quarters. The position peaked at $339K in Q1 2024. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

  • McGlone Suttner Wealth Management reported no remaining Jacobs Solutions position as of Q3 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,524 Jacobs Solutions shares in Q3 2024, an estimated $271K.
  • McGlone Suttner Wealth Management first reported a position in Jacobs Solutions in Q4 2023 and held it in 3 quarters.
  • McGlone Suttner Wealth Management's Jacobs Solutions position peaked at $339K in Q1 2024.
  • 820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.