BIM
ALJ

Bogle Investment Management’s Alon USA Energy Inc ALJ Stock Holding History

Bogle Investment Management’s Portfolio ALJ Stock Details ALJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-394,095
Closed -$4.02M – 400
2013
Q3 		$4.02M Buy
394,095
+60,097
+18% +$742K 0.41% 95
2013
Q2 		$4.83M Buy
+333,998
New +$5.67M 0.59% 67

Other funds holding ALJ

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bogle Investment Management's ALJ Position: Q4 2013 in Review

Bogle Investment Management sold out of Alon USA Energy Inc (ALJ) in Q4 2013, closing a stake of 394,095 shares — an estimated $4.02M sold.

Bogle Investment Management first reported a position in ALJ in Q2 2013 and held it in 2 quarters. The position peaked at $4.83M in Q2 2013. 120 funds tracked by Wall St. Rank hold ALJ as of Q4 2013.

  • Bogle Investment Management reported no remaining Alon USA Energy Inc position as of Q4 2013 after selling out during the quarter.
  • Bogle Investment Management sold 394,095 Alon USA Energy Inc shares in Q4 2013, an estimated $4.02M.
  • Bogle Investment Management first reported a position in Alon USA Energy Inc in Q2 2013 and held it in 2 quarters.
  • Bogle Investment Management's Alon USA Energy Inc position peaked at $4.83M in Q2 2013.
  • 120 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q4 2013.

Based on Bogle Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.