Jacobs Levy Equity Management’s American Realty Investors ARL Stock Holding History

Jacobs Levy Equity Management’s Portfolio ARL Stock Details ARL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,469	Closed	-$188K	–	959
2024 Q1	$188K	Sell	10,469 -93	-0.9%	-$1.9K	﹤0.01%	897
2023 Q4	$184K	Sell	10,562 -2,998	-22%	-$44K	﹤0.01%	933
2023 Q3	$198K	Sell	13,560 -211	-2%	-$3.97K	﹤0.01%	926
2023 Q2	$300K	Buy	13,771 +2,364	+21%	+$45.4K	﹤0.01%	879
2023 Q1	$300K	Buy	11,407 +3,563	+45%	+$90.8K	﹤0.01%	860
2022 Q4	$201K	Buy	+7,844	New	+$157K	﹤0.01%	908

Other funds holding ARL

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jacobs Levy Equity Management sold out of American Realty Investors (ARL) in Q2 2024, closing a stake of 10,469 shares — an estimated $188K sold.

Jacobs Levy Equity Management first reported a position in ARL in Q4 2022 and held it in 6 quarters. The position peaked at $300K in Q1 2023. 32 funds tracked by Wall St. Rank hold ARL as of Q2 2024.

Jacobs Levy Equity Management reported no remaining American Realty Investors position as of Q2 2024 after selling out during the quarter.
Jacobs Levy Equity Management sold 10,469 American Realty Investors shares in Q2 2024, an estimated $188K.
Jacobs Levy Equity Management first reported a position in American Realty Investors in Q4 2022 and held it in 6 quarters.
Jacobs Levy Equity Management's American Realty Investors position peaked at $300K in Q1 2023.
32 funds tracked by Wall St. Rank held American Realty Investors as of Q2 2024.

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