Jacobs Levy Equity Management
BMS

Jacobs Levy Equity Management’s Bemis BMS Stock Holding History

Jacobs Levy Equity Management’s Portfolio BMS Stock Details BMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-31,730
Closed -$1.45M – 1108
2017
Q3 		$1.45M Buy
+31,730
New +$1.42M 0.03% 512
2016
Q4 		– Sell
-71,185
Closed -$3.63M – 1113
2016
Q3 		$3.63M Sell
71,185
-6,600
-8% -$340K 0.06% 311
2016
Q2 		$4M Sell
77,785
-9,020
-10% -$456K 0.08% 284
2016
Q1 		$4.5M Buy
86,805
+2,600
+3% +$125K 0.1% 243
2015
Q4 		$3.76M Hold
84,205
– – 0.07% 244
2015
Q3 		$3.33M Buy
84,205
+34,520
+69% +$1.52M 0.07% 267
2015
Q2 		$2.24M Sell
49,685
-500
-1% -$22.9K 0.04% 354
2015
Q1 		$2.32M Buy
+50,185
New +$2.33M 0.04% 348

Other funds holding BMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management's BMS Position: Q4 2017 in Review

Jacobs Levy Equity Management sold out of Bemis (BMS) in Q4 2017, closing a stake of 31,730 shares — an estimated $1.45M sold.

Jacobs Levy Equity Management first reported a position in BMS in Q1 2015 and held it in 8 quarters. The position peaked at $4.5M in Q1 2016. 332 funds tracked by Wall St. Rank hold BMS as of Q4 2017.

  • Jacobs Levy Equity Management reported no remaining Bemis position as of Q4 2017 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 31,730 Bemis shares in Q4 2017, an estimated $1.45M.
  • Jacobs Levy Equity Management first reported a position in Bemis in Q1 2015 and held it in 8 quarters.
  • Jacobs Levy Equity Management's Bemis position peaked at $4.5M in Q1 2016.
  • 332 funds tracked by Wall St. Rank held Bemis as of Q4 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2017, filed 13 Feb 2018.