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Schechter Investment Advisors’s Jacobs Solutions J Stock Holding History

Schechter Investment 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
2025
Q1 		$652K Sell
5,444
-2,858
-34% -$368K 0.05% 313
2024
Q4 		$1.1M Sell
8,302
-773
-9% -$106K 0.08% 230
2024
Q3 		$1.18M Sell
9,075
-1,177
-11% -$142K 0.09% 220
2024
Q2 		$1.18M Buy
10,252
+522
+5% +$61.2K 0.09% 204
2024
Q1 		$1.24M Buy
9,730
+981
+11% +$115K 0.09% 205
2023
Q4 		$939K Buy
8,749
+756
+9% +$82.3K 0.08% 240
2023
Q3 		$902K Buy
7,993
+1,645
+26% +$177K 0.09% 235
2023
Q2 		$624K Sell
6,348
-363
-5% -$34.6K 0.06% 334
2023
Q1 		$652K Sell
6,711
-412
-6% -$41.1K 0.06% 353
2022
Q4 		$707K Buy
7,123
+1,511
+27% +$148K 0.06% 398
2022
Q3 		$504K Sell
5,612
-2,549
-31% -$264K 0.05% 509
2022
Q2 		$858K Sell
8,161
-344
-4% -$38.5K 0.08% 340
2022
Q1 		$969K Sell
8,505
-139
-2% -$14.9K 0.09% 318
2021
Q4 		$995K Buy
+8,644
New +$999K 0.09% 304

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's J Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Jacobs Solutions (J) stake by 34% in Q1 2025, selling an estimated $368K and leaving 5,444 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #313.

Schechter Investment Advisors first reported a position in J in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.24M in Q1 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Schechter Investment Advisors held 5,444 shares of Jacobs Solutions worth $652K as of Q1 2025.
  • Schechter Investment Advisors sold 2,858 Jacobs Solutions shares in Q1 2025, an estimated $368K.
  • Jacobs Solutions made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #313 holding.
  • Schechter Investment Advisors first reported a position in Jacobs Solutions in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Jacobs Solutions position peaked at $1.24M in Q1 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.