Jacobs Levy Equity Management
BKH icon

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
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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.