Jacobs Levy Equity Management’s Bryn Mawr Bank Corp BMTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,010	Closed	-$207K	–	1132
2019 Q4	$207K	Sell	5,010 -1,280	-20%	-$49.3K	﹤0.01%	933
2019 Q3	$230K	Sell	6,290 -4,997	-44%	-$180K	﹤0.01%	819
2019 Q2	$421K	Buy	11,287 +2,750	+32%	+$103K	0.01%	768
2019 Q1	$308K	Buy	8,537 +530	+7%	+$20.1K	﹤0.01%	839
2018 Q4	$275K	Sell	8,007 -700	-8%	-$27.7K	﹤0.01%	825
2018 Q3	$408K	Buy	+8,707	New	+$420K	0.01%	819

Other funds holding BMTC

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management's BMTC Position: Q1 2020 in Review

Jacobs Levy Equity Management sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2020, closing a stake of 5,010 shares — an estimated $207K sold.

Jacobs Levy Equity Management first reported a position in BMTC in Q3 2018 and held it in 6 quarters. The position peaked at $421K in Q2 2019. 138 funds tracked by Wall St. Rank hold BMTC as of Q1 2020.

Jacobs Levy Equity Management reported no remaining Bryn Mawr Bank Corp position as of Q1 2020 after selling out during the quarter.
Jacobs Levy Equity Management sold 5,010 Bryn Mawr Bank Corp shares in Q1 2020, an estimated $207K.
Jacobs Levy Equity Management first reported a position in Bryn Mawr Bank Corp in Q3 2018 and held it in 6 quarters.
Jacobs Levy Equity Management's Bryn Mawr Bank Corp position peaked at $421K in Q2 2019.
138 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2020, filed 15 May 2020.