Wolff Wiese Magana’s Jacobs Solutions J Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-435	Closed	-$49.1K	–	796
2023 Q3	$49.1K	Hold	435	–	–	0.04%	181
2023 Q2	$42.8K	Hold	435	–	–	0.03%	203
2023 Q1	$42.3K	Hold	435	–	–	0.03%	197
2022 Q4	$43.2K	Sell	435 -49	-10%	-$4.81K	0.04%	198
2022 Q3	$43K	Buy	484 +49	+11%	+$5.08K	0.03%	256
2022 Q2	$46K	Hold	435	–	–	0.03%	268
2022 Q1	$50K	Hold	435	–	–	0.03%	270
2021 Q4	$50K	Hold	435	–	–	0.03%	278
2021 Q3	$48K	Buy	+435	New	+$48.1K	0.03%	282

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wolff Wiese Magana's J Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 435 shares — an estimated $49.1K sold.

Wolff Wiese Magana first reported a position in J in Q3 2021 and held it in 9 quarters. The position peaked at $50K in Q1 2022. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

Wolff Wiese Magana reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 435 Jacobs Solutions shares in Q4 2023, an estimated $49.1K.
Wolff Wiese Magana first reported a position in Jacobs Solutions in Q3 2021 and held it in 9 quarters.
Wolff Wiese Magana's Jacobs Solutions position peaked at $50K in Q1 2022.
786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.