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Planning Capital Management Corporation’s Jacobs Solutions J Stock Holding History

Planning Capital Management Corporation’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
-7
Closed -$839 – 854
2024
Q2 		$839 Hold
7
– – ﹤0.01% 599
2024
Q1 		$923 Hold
7
– – ﹤0.01% 616
2023
Q4 		$779 Buy
+7
New +$762 ﹤0.01% 613

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

Planning Capital Management Corporation's J Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Jacobs Solutions (J) in Q3 2024, closing a stake of 7 shares — an estimated $839 sold.

Planning Capital Management Corporation first reported a position in J in Q4 2023 and held it in 3 quarters. The position peaked at $923 in Q1 2024. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Jacobs Solutions position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 7 Jacobs Solutions shares in Q3 2024, an estimated $839.
  • Planning Capital Management Corporation first reported a position in Jacobs Solutions in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Jacobs Solutions position peaked at $923 in Q1 2024.
  • 820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.