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Williamson Legacy Group’s Jacobs Solutions J Stock Holding History

Williamson Legacy Group’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
-7,604
Closed -$967K – 102
2024
Q1 		$967K Buy
7,604
+252
+3% +$29.5K 0.75% 43
2023
Q4 		$789K Buy
+7,352
New +$800K 0.73% 47

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Williamson Legacy Group's J Position: Q2 2024 in Review

Williamson Legacy Group sold out of Jacobs Solutions (J) in Q2 2024, closing a stake of 7,604 shares — an estimated $967K sold.

Williamson Legacy Group first reported a position in J in Q4 2023 and held it in 2 quarters. The position peaked at $967K in Q1 2024. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

  • Williamson Legacy Group reported no remaining Jacobs Solutions position as of Q2 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 7,604 Jacobs Solutions shares in Q2 2024, an estimated $967K.
  • Williamson Legacy Group first reported a position in Jacobs Solutions in Q4 2023 and held it in 2 quarters.
  • Williamson Legacy Group's Jacobs Solutions position peaked at $967K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.