Jacobs Levy Equity Management’s Black Hills Corp BKH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,152	Closed	-$564K	–	979
2023 Q3	$564K	Hold	11,152	–	–	﹤0.01%	773
2023 Q2	$672K	Buy	+11,152	New	+$707K	﹤0.01%	767
2013 Q3	–	Sell	-93,500	Closed	-$4.56M	–	929
2013 Q2	$4.56M	Buy	+93,500	New	+$4.4M	0.08%	290

Other funds holding BKH

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Jacobs Levy Equity Management's BKH Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of Black Hills Corp (BKH) in Q4 2023, closing a stake of 11,152 shares — an estimated $564K sold.

Jacobs Levy Equity Management first reported a position in BKH in Q2 2013 and held it in 3 quarters. The position peaked at $4.56M in Q2 2013. 365 funds tracked by Wall St. Rank hold BKH as of Q4 2023.

Jacobs Levy Equity Management reported no remaining Black Hills Corp position as of Q4 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 11,152 Black Hills Corp shares in Q4 2023, an estimated $564K.
Jacobs Levy Equity Management first reported a position in Black Hills Corp in Q2 2013 and held it in 3 quarters.
Jacobs Levy Equity Management's Black Hills Corp position peaked at $4.56M in Q2 2013.
365 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.