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USA Financial Formulas’s Jacobs Solutions J Stock Holding History

USA Financial Formulas’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
-7,579
Closed -$964K – 344
2024
Q1 		$964K Buy
+7,579
New +$889K 0.16% 68
2020
Q1 		– Sell
-24,546
Closed -$1.82M – 267
2019
Q4 		$1.82M Buy
+24,546
New +$1.86M 0.76% 60
2017
Q1 		– Sell
-64,810
Closed -$3.06M – 290
2016
Q4 		$3.06M Buy
64,810
+4,151
+7% +$191K 0.76% 42
2016
Q3 		$2.6M Buy
60,659
+4,039
+7% +$175K 0.67% 57
2016
Q2 		$2.33M Buy
+56,620
New +$2.23M 0.64% 57

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

USA Financial Formulas's J Position: Q2 2024 in Review

USA Financial Formulas sold out of Jacobs Solutions (J) in Q2 2024, closing a stake of 7,579 shares — an estimated $964K sold.

USA Financial Formulas first reported a position in J in Q2 2016 and held it in 5 quarters. The position peaked at $3.06M in Q4 2016. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

  • USA Financial Formulas reported no remaining Jacobs Solutions position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 7,579 Jacobs Solutions shares in Q2 2024, an estimated $964K.
  • USA Financial Formulas first reported a position in Jacobs Solutions in Q2 2016 and held it in 5 quarters.
  • USA Financial Formulas's Jacobs Solutions position peaked at $3.06M in Q4 2016.
  • 817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.