Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Atlas Energy Solutions AESI Stock Holding History

Jacobs Levy Equity Management’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-405,835
Closed -$9.18M – 947
2024
Q1 		$9.18M Sell
405,835
-339,227
-46% -$6.33M 0.04% 316
2023
Q4 		$12.8M Buy
745,062
+163,928
+28% +$3.02M 0.06% 272
2023
Q3 		$12.9M Buy
581,134
+531,261
+1,065% +$11.1M 0.08% 227
2023
Q2 		$866K Buy
+49,873
New +$869K 0.01% 727

Other funds holding AESI

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management's AESI Position: Q2 2024 in Review

Jacobs Levy Equity Management sold out of Atlas Energy Solutions (AESI) in Q2 2024, closing a stake of 405,835 shares — an estimated $9.18M sold.

Jacobs Levy Equity Management first reported a position in AESI in Q2 2023 and held it in 4 quarters. The position peaked at $12.9M in Q3 2023. 174 funds tracked by Wall St. Rank hold AESI as of Q2 2024.

  • Jacobs Levy Equity Management reported no remaining Atlas Energy Solutions position as of Q2 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 405,835 Atlas Energy Solutions shares in Q2 2024, an estimated $9.18M.
  • Jacobs Levy Equity Management first reported a position in Atlas Energy Solutions in Q2 2023 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Atlas Energy Solutions position peaked at $12.9M in Q3 2023.
  • 174 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2024, filed 14 Aug 2024.