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Simon Quick Advisors’s Jacobs Solutions J Stock Holding History

Simon Quick 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 		– Sell
-1,633
Closed -$216K – 620
2024
Q4 		$216K Buy
+1,633
New +$225K 0.01% 432
2024
Q2 		– Sell
-3,903
Closed -$496K – 421
2024
Q1 		$496K Buy
3,903
+1,133
+41% +$133K 0.04% 203
2023
Q4 		$297K Sell
2,770
-968
-26% -$105K 0.03% 242
2023
Q3 		$422K Buy
3,738
+1,031
+38% +$111K 0.04% 186
2023
Q2 		$266K Sell
2,707
-49
-2% -$4.67K 0.02% 225
2023
Q1 		$268K Buy
+2,756
New +$275K 0.03% 224
2022
Q2 		– Sell
-598
Closed -$68K – 285
2022
Q1 		$68K Sell
598
-362
-38% -$38.8K 0.02% 177
2021
Q4 		$111K Sell
960
-39
-4% -$4.51K 0.03% 151
2021
Q3 		$109K Buy
999
+202
+25% +$22.3K 0.03% 161
2021
Q2 		$88K Sell
797
-220
-22% -$24.9K 0.02% 161
2021
Q1 		$108K Buy
1,017
+423
+71% +$40.4K 0.03% 142
2020
Q4 		$53K Buy
+594
New +$50.3K 0.02% 207
2020
Q1 		– Sell
-37
Closed -$3K – 592
2019
Q4 		$3K Buy
+37
New +$2.8K ﹤0.01% 550
2018
Q1 		– Sell
-1,046
Closed -$60K – 367
2017
Q4 		$60K Buy
+1,046
New +$53.6K 0.03% 208

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

Simon Quick Advisors's J Position: Q1 2025 in Review

Simon Quick Advisors sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 1,633 shares — an estimated $216K sold.

Simon Quick Advisors first reported a position in J in Q4 2017 and held it in 14 quarters. The position peaked at $496K in Q1 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Simon Quick Advisors reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 1,633 Jacobs Solutions shares in Q1 2025, an estimated $216K.
  • Simon Quick Advisors first reported a position in Jacobs Solutions in Q4 2017 and held it in 14 quarters.
  • Simon Quick Advisors's Jacobs Solutions position peaked at $496K in Q1 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Simon Quick Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.