Peak Asset Management’s Jacobs Solutions J Stock Holding History

Peak Asset 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
2025 Q1	–	Sell	-24,240	Closed	-$3.21M	–	150
2024 Q4	$3.21M	Hold	24,240	–	–	0.59%	38
2024 Q3	$3.14M	Sell	24,240 -4,775	-16%	-$575K	0.59%	38
2024 Q2	$3.35M	Hold	29,015	–	–	0.66%	36
2024 Q1	$3.69M	Hold	29,015	–	–	0.73%	35
2023 Q4	$3.12M	Hold	29,015	–	–	0.69%	36
2023 Q3	$3.28M	Hold	29,015	–	–	0.79%	33
2023 Q2	$2.85M	Hold	29,015	–	–	0.66%	41
2023 Q1	$2.82M	Hold	29,015	–	–	0.69%	37
2022 Q4	$2.88M	Hold	29,015	–	–	0.75%	34
2022 Q3	$2.6M	Hold	29,015	–	–	0.74%	34
2022 Q2	$3.05M	Buy	+29,015	New	+$3.25M	0.83%	33
2017 Q4	–	Sell	-12,090	Closed	-$583K	–	138
2017 Q3	$583K	Hold	12,090	–	–	0.21%	81
2017 Q2	$544K	Hold	12,090	–	–	0.2%	82
2017 Q1	$553K	Hold	12,090	–	–	0.21%	82
2016 Q4	$570K	Hold	12,090	–	–	0.23%	84
2016 Q3	$517K	Hold	12,090	–	–	0.22%	87
2016 Q2	$498K	Hold	12,090	–	–	0.22%	80
2016 Q1	$436K	Hold	12,090	–	–	0.21%	78
2015 Q4	$420K	Hold	12,090	–	–	0.21%	74
2015 Q3	$374K	Hold	12,090	–	–	0.2%	73
2015 Q2	$406K	Hold	12,090	–	–	0.21%	76
2015 Q1	$452K	Hold	12,090	–	–	0.22%	71
2014 Q4	$447K	Buy	+12,090	New	+$461K	0.24%	72

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Peak Asset Management's J Position: Q1 2025 in Review

Peak Asset Management sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 24,240 shares — an estimated $3.21M sold.

Peak Asset Management first reported a position in J in Q4 2014 and held it in 23 quarters. The position peaked at $3.69M in Q1 2024. 832 funds tracked by Wall St. Rank hold J as of Q1 2025.

Peak Asset Management reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
Peak Asset Management sold 24,240 Jacobs Solutions shares in Q1 2025, an estimated $3.21M.
Peak Asset Management first reported a position in Jacobs Solutions in Q4 2014 and held it in 23 quarters.
Peak Asset Management's Jacobs Solutions position peaked at $3.69M in Q1 2024.
832 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Peak Asset Management's 13F filing for Q1 2025, filed 7 May 2025.