Pettee Investors’s Jacobs Solutions J Stock Holding History

Pettee Investors’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
2026 Q1	$1.12M	Hold	8,620	–	–	0.57%	50
2025 Q4	$1.14M	Sell	8,620 -215	-2%	-$31.5K	0.64%	47
2025 Q3	$1.32M	Hold	8,835	–	–	0.73%	43
2025 Q2	$1.16M	Sell	8,835 -88	-1%	-$10.8K	0.69%	44
2025 Q1	$1.07M	Hold	8,923	–	–	0.64%	50
2024 Q4	$1.18M	Hold	8,923	–	–	0.6%	52
2024 Q3	$1.16M	Sell	8,923 -1,758	-16%	-$212K	0.56%	57
2024 Q2	$1.23M	Buy	10,681 +2,539	+31%	+$298K	0.6%	60
2024 Q1	$1.04M	Hold	8,142	–	–	0.44%	67
2023 Q4	$874K	Hold	8,142	–	–	0.39%	71
2023 Q3	$919K	Sell	8,142 -260	-3%	-$28K	0.44%	66
2023 Q2	$826K	Buy	8,402 +211	+3%	+$20.1K	0.37%	74
2023 Q1	$796K	Buy	8,191 +871	+12%	+$86.9K	0.38%	74
2022 Q4	$727K	Sell	7,320 -6,045	-45%	-$594K	0.36%	76
2022 Q3	$1.2M	Hold	13,365	–	–	0.64%	52
2022 Q2	$1.41M	Hold	13,365	–	–	0.7%	47
2022 Q1	$1.52M	Buy	13,365 +4,038	+43%	+$433K	0.67%	51
2021 Q4	$1.07M	Hold	9,327	–	–	0.45%	69
2021 Q3	$1.02M	Buy	9,327 +7,387	+381%	+$817K	0.48%	67
2021 Q2	$214K	Hold	1,940	–	–	0.1%	122
2021 Q1	$207K	Buy	+1,940	New	+$185K	0.1%	123

Other funds holding J

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return