Jacobs Levy Equity Management’s Brandywine Realty Trust BDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-197,992	Closed	-$1.22M	–	966
2022 Q4	$1.22M	Sell	197,992 -10,063	-5%	-$64.7K	0.01%	649
2022 Q3	$1.4M	Sell	208,055 -1,280,049	-86%	-$10.9M	0.01%	634
2022 Q2	$14.3M	Buy	+1,488,104	New	+$16.8M	0.11%	217
2019 Q4	–	Sell	-57,100	Closed	-$865K	–	998
2019 Q3	$865K	Buy	57,100 +11,000	+24%	+$161K	0.01%	634
2019 Q2	$660K	Sell	46,100 -75,215	-62%	-$1.15M	0.01%	703
2019 Q1	$1.92M	Sell	121,315 -3,400	-3%	-$51.4K	0.03%	513
2018 Q4	$1.6M	Buy	124,715 +104,515	+517%	+$1.48M	0.03%	508
2018 Q3	$318K	Sell	20,200 -36,380	-64%	-$601K	﹤0.01%	861
2018 Q2	$955K	Sell	56,580 -87,823	-61%	-$1.41M	0.02%	672
2018 Q1	$2.29M	Sell	144,403 -52,411	-27%	-$872K	0.04%	446
2017 Q4	$3.58M	Hold	196,814	–	–	0.06%	340
2017 Q3	$3.44M	Buy	196,814 +2,400	+1%	+$40.8K	0.07%	318
2017 Q2	$3.41M	Buy	+194,414	New	+$3.34M	0.07%	309
2016 Q2	–	Sell	-42,570	Closed	-$597K	–	1158
2016 Q1	$597K	Sell	42,570 -13,920	-25%	-$178K	0.01%	689
2015 Q4	$772K	Buy	+56,490	New	+$746K	0.02%	493
2015 Q1	–	Sell	-85,600	Closed	-$1.37M	–	788
2014 Q4	$1.37M	Sell	85,600 -1,100	-1%	-$16.7K	0.02%	447
2014 Q3	$1.22M	Sell	86,700 -72,960	-46%	-$1.13M	0.02%	462
2014 Q2	$2.49M	Buy	159,660 +6,470	+4%	+$97.3K	0.04%	370
2014 Q1	$2.22M	Buy	+153,190	New	+$2.18M	0.04%	383

Other funds holding BDN

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jacobs Levy Equity Management's BDN Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of Brandywine Realty Trust (BDN) in Q1 2023, closing a stake of 197,992 shares — an estimated $1.22M sold.

Jacobs Levy Equity Management first reported a position in BDN in Q1 2014 and held it in 19 quarters. The position peaked at $14.3M in Q2 2022. 253 funds tracked by Wall St. Rank hold BDN as of Q1 2023.

Jacobs Levy Equity Management reported no remaining Brandywine Realty Trust position as of Q1 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 197,992 Brandywine Realty Trust shares in Q1 2023, an estimated $1.22M.
Jacobs Levy Equity Management first reported a position in Brandywine Realty Trust in Q1 2014 and held it in 19 quarters.
Jacobs Levy Equity Management's Brandywine Realty Trust position peaked at $14.3M in Q2 2022.
253 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.