Scopus Asset Management’s Jacobs Solutions J Stock Holding History

Scopus Asset Management’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 Q2	–	Sell	-60,449	Closed	-$7.69M	–	261
2024 Q1	$7.69M	Buy	+60,449	New	+$7.09M	0.16%	180
2022 Q1	–	Sell	-48,359	Closed	-$5.57M	–	304
2021 Q4	$5.57M	Sell	48,359 -12,090	-20%	-$1.4M	0.12%	191
2021 Q3	$6.63M	Buy	60,449 +18,135	+43%	+$2M	0.11%	194
2021 Q2	$4.67M	Buy	42,314 +6,045	+17%	+$683K	0.06%	248
2021 Q1	$3.88M	Hold	36,269	–	–	0.05%	254
2020 Q4	$3.27M	Sell	36,269 -24,180	-40%	-$2.05M	0.05%	259
2020 Q3	$4.64M	Sell	60,449 -60,448	-50%	-$4.42M	0.09%	190
2020 Q2	$8.48M	Buy	+120,897	New	+$8.15M	0.24%	122
2020 Q1	–	Sell	-241,794	Closed	-$18M	–	134
2019 Q4	$18M	Hold	241,794	–	–	0.58%	61
2019 Q3	$18.3M	Hold	241,794	–	–	0.6%	54
2019 Q2	$16.9M	Buy	+241,794	New	+$15.6M	0.48%	69
2019 Q1	–	Sell	-181,346	Closed	-$8.77M	–	168
2018 Q4	$8.77M	Buy	+181,346	New	+$10.4M	0.57%	65

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Scopus Asset Management's J Position: Q4 2024 in Review

Scopus Asset Management sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 37,655 shares — an estimated $4.88M sold.

Scopus Asset Management first reported a position in J in Q2 2018 and held it in 21 quarters. The position peaked at $78.8M in Q4 2019. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

Scopus Asset Management reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
Scopus Asset Management sold 37,655 Jacobs Solutions shares in Q4 2024, an estimated $4.88M.
Scopus Asset Management first reported a position in Jacobs Solutions in Q2 2018 and held it in 21 quarters.
Scopus Asset Management's Jacobs Solutions position peaked at $78.8M in Q4 2019.
863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Scopus Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.