OA
J icon

Operose Advisors’s Jacobs Solutions J Stock Holding History

Operose 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
2024
Q4 		– Sell
-124
Closed -$16.1K – 538
2024
Q3 		$16.1K Sell
124
-25
-17% -$3.01K 0.01% 425
2024
Q2 		$17.2K Hold
149
– – 0.01% 376
2024
Q1 		$18.9K Hold
149
– – 0.01% 401
2023
Q4 		$16K Hold
149
– – 0.01% 401
2023
Q3 		$16.8K Buy
+149
New +$16.1K 0.01% 495

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Operose Advisors's J Position: Q4 2024 in Review

Operose Advisors sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 124 shares — an estimated $16.1K sold.

Operose Advisors first reported a position in J in Q3 2023 and held it in 5 quarters. The position peaked at $18.9K in Q1 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Operose Advisors reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 124 Jacobs Solutions shares in Q4 2024, an estimated $16.1K.
  • Operose Advisors first reported a position in Jacobs Solutions in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Jacobs Solutions position peaked at $18.9K in Q1 2024.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.