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Schubert & Co’s Jacobs Solutions J Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-24
Closed -$2.35K – 771
2023
Q1 		$2.35K Sell
24
-7
-23% -$699 ﹤0.01% 831
2022
Q4 		$3.12K Hold
31
– – ﹤0.01% 633
2022
Q3 		$3K Sell
31
-21
-40% -$2.18K ﹤0.01% 627
2022
Q2 		$5K Buy
52
+36
+225% +$4.03K ﹤0.01% 362
2022
Q1 		$2K Hold
16
– – ﹤0.01% 432
2021
Q4 		$2K Buy
+16
New +$1.85K ﹤0.01% 383

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Schubert & Co's J Position: Q2 2023 in Review

Schubert & Co sold out of Jacobs Solutions (J) in Q2 2023, closing a stake of 24 shares — an estimated $2.35K sold.

Schubert & Co first reported a position in J in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q2 2022. 717 funds tracked by Wall St. Rank hold J as of Q2 2023.

  • Schubert & Co reported no remaining Jacobs Solutions position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 24 Jacobs Solutions shares in Q2 2023, an estimated $2.35K.
  • Schubert & Co first reported a position in Jacobs Solutions in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Jacobs Solutions position peaked at $5K in Q2 2022.
  • 717 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.