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Veritable’s Jacobs Solutions J Stock Holding History

Veritable’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
Q3 		– Sell
-6,224
Closed -$612K – 428
2023
Q2 		$612K Sell
6,224
-244
-4% -$23.3K 0.01% 489
2023
Q1 		$629K Buy
6,468
+110
+2% +$11K 0.01% 476
2022
Q4 		$631K Sell
6,358
-1,049
-14% -$103K 0.01% 466
2022
Q3 		$665K Sell
7,407
-346
-4% -$35.8K 0.01% 436
2022
Q2 		$815K Sell
7,753
-1,105
-12% -$124K 0.01% 422
2022
Q1 		$1.01M Buy
8,858
+357
+4% +$38.3K 0.02% 398
2021
Q4 		$979K Sell
8,501
-1,415
-14% -$164K 0.01% 406
2021
Q3 		$1.09M Sell
9,916
-416
-4% -$46K 0.02% 368
2021
Q2 		$1.14M Sell
10,332
-172
-2% -$19.4K 0.02% 351
2021
Q1 		$1.12M Sell
10,504
-2,347
-18% -$224K 0.02% 332
2020
Q4 		$1.16M Sell
12,851
-749
-6% -$63.5K 0.02% 308
2020
Q3 		$1.04M Sell
13,600
-1,361
-9% -$99.5K 0.02% 311
2020
Q2 		$1.05M Sell
14,961
-6,403
-30% -$432K 0.02% 301
2020
Q1 		$1.4M Buy
21,364
+995
+5% +$74.8K 0.03% 243
2019
Q4 		$1.51M Buy
20,369
+1,096
+6% +$82.9K 0.03% 280
2019
Q3 		$1.46M Buy
19,273
+302
+2% +$21.6K 0.03% 268
2019
Q2 		$1.32M Buy
18,971
+407
+2% +$26.3K 0.03% 291
2019
Q1 		$1.16M Buy
18,564
+6,427
+53% +$362K 0.02% 311
2018
Q4 		$587K Buy
+12,137
New +$694K 0.01% 433
2014
Q4 		– Sell
-53,698
Closed -$2.17M – 967
2014
Q3 		$2.17M Sell
53,698
-50,458
-48% -$2.2M 0.05% 246
2014
Q2 		$4.59M Sell
104,156
-25,103
-19% -$1.19M 0.1% 153
2014
Q1 		$6.79M Buy
129,259
+16,053
+14% +$827K 0.15% 116
2013
Q4 		$5.9M Buy
113,206
+49,288
+77% +$2.44M 0.13% 125
2013
Q3 		$3.08M Buy
63,918
+1,087
+2% +$52.8K 0.07% 182
2013
Q2 		$2.87M Buy
+62,831
New +$2.79M 0.07% 190

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Veritable's J Position: Q3 2023 in Review

Veritable sold out of Jacobs Solutions (J) in Q3 2023, closing a stake of 6,224 shares — an estimated $612K sold.

Veritable first reported a position in J in Q2 2013 and held it in 25 quarters. The position peaked at $6.79M in Q1 2014. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

  • Veritable reported no remaining Jacobs Solutions position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 6,224 Jacobs Solutions shares in Q3 2023, an estimated $612K.
  • Veritable first reported a position in Jacobs Solutions in Q2 2013 and held it in 25 quarters.
  • Veritable's Jacobs Solutions position peaked at $6.79M in Q1 2014.
  • 738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.