Jacobs Levy Equity Management
AMPS

Jacobs Levy Equity Management’s Altus Power AMPS Stock Holding History

Jacobs Levy Equity Management’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,395
Closed -$87.9K – 1063
2024
Q1 		$87.9K Buy
+18,395
New +$109K ﹤0.01% 915
2023
Q2 		– Sell
-27,090
Closed -$148K – 1103
2023
Q1 		$148K Buy
+27,090
New +$190K ﹤0.01% 919

Other funds holding AMPS

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Jacobs Levy Equity Management sold out of Altus Power (AMPS) in Q2 2024, closing a stake of 18,395 shares — an estimated $87.9K sold.

Jacobs Levy Equity Management first reported a position in AMPS in Q1 2023 and held it in 2 quarters. The position peaked at $148K in Q1 2023. 120 funds tracked by Wall St. Rank hold AMPS as of Q2 2024.

  • Jacobs Levy Equity Management reported no remaining Altus Power position as of Q2 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 18,395 Altus Power shares in Q2 2024, an estimated $87.9K.
  • Jacobs Levy Equity Management first reported a position in Altus Power in Q1 2023 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Altus Power position peaked at $148K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held Altus Power as of Q2 2024.

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