Sugarloaf Wealth Management’s Jacobs Solutions J Stock Holding History

Sugarloaf Wealth 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 Q4	$4.94K	Hold	37	–	–	﹤0.01%	574
2024 Q3	$4.84K	Sell	37 -8	-18%	-$964	﹤0.01%	571
2024 Q2	$5.17K	Hold	45	–	–	﹤0.01%	528
2024 Q1	$5.69K	Hold	45	–	–	﹤0.01%	530
2023 Q4	$4.8K	Hold	45	–	–	﹤0.01%	551
2023 Q3	$5.05K	Hold	45	–	–	﹤0.01%	538
2023 Q2	$4.4K	Hold	45	–	–	﹤0.01%	556
2023 Q1	$4.35K	Hold	45	–	–	﹤0.01%	556
2022 Q4	$4.44K	Hold	45	–	–	﹤0.01%	594
2022 Q3	$5K	Hold	45	–	–	﹤0.01%	620
2022 Q2	$5K	Hold	45	–	–	﹤0.01%	608
2022 Q1	$5K	Hold	45	–	–	﹤0.01%	567
2021 Q4	$5K	Hold	45	–	–	﹤0.01%	591
2021 Q3	$5K	Hold	45	–	–	﹤0.01%	606
2021 Q2	$5K	Hold	45	–	–	﹤0.01%	597
2021 Q1	$5	Hold	45	–	–	﹤0.01%	588
2020 Q4	$4K	Hold	45	–	–	﹤0.01%	574
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	576
2020 Q2	$3K	Hold	45	–	–	﹤0.01%	569
2020 Q1	$3K	Hold	45	–	–	﹤0.01%	566
2019 Q4	$3K	Buy	+45	New	+$3.41K	﹤0.01%	604

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

Sugarloaf Wealth Management's J Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Jacobs Solutions (J) position steady in Q4 2024 at 37 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Sugarloaf Wealth Management first reported a position in J in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.69K in Q1 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

Sugarloaf Wealth Management held 37 shares of Jacobs Solutions worth $4.94K as of Q4 2024.
Sugarloaf Wealth Management left its Jacobs Solutions share count unchanged in Q4 2024.
Jacobs Solutions made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #574 holding.
Sugarloaf Wealth Management first reported a position in Jacobs Solutions in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Jacobs Solutions position peaked at $5.69K in Q1 2024.
863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.