Jacobs Levy Equity Management’s Brookdale Senior Living BKD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,010	Closed	-$31K	–	1036
2020 Q1	$31K	Sell	10,010 -320,597	-97%	-$1.87M	﹤0.01%	988
2019 Q4	$2.4M	Buy	330,607 +241,707	+272%	+$1.8M	0.02%	513
2019 Q3	$674K	Buy	+88,900	New	+$703K	0.01%	675
2019 Q2	–	Sell	-148,322	Closed	-$976K	–	950
2019 Q1	$976K	Buy	+148,322	New	+$1.09M	0.01%	669

Other funds holding BKD

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jacobs Levy Equity Management's BKD Position: Q2 2020 in Review

Jacobs Levy Equity Management sold out of Brookdale Senior Living (BKD) in Q2 2020, closing a stake of 10,010 shares — an estimated $31K sold.

Jacobs Levy Equity Management first reported a position in BKD in Q1 2019 and held it in 4 quarters. The position peaked at $2.4M in Q4 2019. 151 funds tracked by Wall St. Rank hold BKD as of Q2 2020.

Jacobs Levy Equity Management reported no remaining Brookdale Senior Living position as of Q2 2020 after selling out during the quarter.
Jacobs Levy Equity Management sold 10,010 Brookdale Senior Living shares in Q2 2020, an estimated $31K.
Jacobs Levy Equity Management first reported a position in Brookdale Senior Living in Q1 2019 and held it in 4 quarters.
Jacobs Levy Equity Management's Brookdale Senior Living position peaked at $2.4M in Q4 2019.
151 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2020, filed 17 Aug 2020.