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Perpetual Ltd’s Jacobs Solutions J Stock Holding History

Perpetual Ltd’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
-129,305
Closed -$16.8M – 437
2024
Q3 		$16.8M Sell
129,305
-27,721
-18% -$3.34M 0.18% 94
2024
Q2 		$18.1M Buy
157,026
+1,475
+0.9% +$173K 0.2% 94
2024
Q1 		$19.8M Buy
+155,551
New +$18.2M 0.19% 90
2020
Q3 		$10.5M Buy
137,241
+84,987
+163% +$6.21M 0.76% 29
2020
Q2 		$3.67M Hold
52,254
– – 0.34% 83
2020
Q1 		$3.43M Buy
+52,254
New +$3.93M 0.48% 81

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

Perpetual Ltd's J Position: Q4 2024 in Review

Perpetual Ltd sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 129,305 shares — an estimated $16.8M sold.

Perpetual Ltd first reported a position in J in Q1 2020 and held it in 6 quarters. The position peaked at $19.8M in Q1 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Perpetual Ltd reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • Perpetual Ltd sold 129,305 Jacobs Solutions shares in Q4 2024, an estimated $16.8M.
  • Perpetual Ltd first reported a position in Jacobs Solutions in Q1 2020 and held it in 6 quarters.
  • Perpetual Ltd's Jacobs Solutions position peaked at $19.8M in Q1 2024.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Perpetual Ltd's 13F filing for Q4 2024, filed 17 Jan 2025.