Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Peabody Energy BTU Stock Holding History

Jacobs Levy Equity Management’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-196,633
Closed -$4.88M – 949
2022
Q3 		$4.88M Hold
196,633
– – 0.04% 396
2022
Q2 		$4.19M Hold
196,633
– – 0.03% 452
2022
Q1 		$4.82M Sell
196,633
-19,021
-9% -$323K 0.03% 437
2021
Q4 		$2.17M Sell
215,654
-1,050
-0.5% -$12.8K 0.01% 603
2021
Q3 		$3.21M Sell
216,704
-1,548,189
-88% -$20.3M 0.02% 526
2021
Q2 		$14M Buy
1,764,893
+913,561
+107% +$5.41M 0.09% 237
2021
Q1 		$2.6M Buy
851,332
+380,982
+81% +$1.44M 0.02% 543
2020
Q4 		$1.13M Buy
470,350
+325,693
+225% +$529K 0.01% 692
2020
Q3 		$333K Sell
144,657
-189,233
-57% -$547K ﹤0.01% 874
2020
Q2 		$962K Buy
333,890
+143,492
+75% +$474K 0.01% 677
2020
Q1 		$552K Sell
190,398
-919,747
-83% -$5.89M 0.01% 742
2019
Q4 		$10.1M Buy
1,110,145
+742,636
+202% +$8.53M 0.1% 239
2019
Q3 		$5.41M Sell
367,509
-135,255
-27% -$2.64M 0.07% 324
2019
Q2 		$12.1M Buy
502,764
+65,850
+15% +$1.73M 0.17% 160
2019
Q1 		$12.4M Buy
436,914
+108,218
+33% +$3.41M 0.18% 141
2018
Q4 		$10M Sell
328,696
-80,120
-20% -$2.69M 0.18% 139
2018
Q3 		$14.6M Sell
408,816
-27,416
-6% -$1.18M 0.21% 132
2018
Q2 		$19.8M Buy
436,232
+22,920
+6% +$939K 0.31% 95
2018
Q1 		$15.1M Buy
413,312
+170,050
+70% +$6.77M 0.25% 125
2017
Q4 		$9.58M Buy
+243,262
New +$7.9M 0.17% 181

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's BTU Position: Q4 2022 in Review

Jacobs Levy Equity Management sold out of Peabody Energy (BTU) in Q4 2022, closing a stake of 196,633 shares — an estimated $4.88M sold.

Jacobs Levy Equity Management first reported a position in BTU in Q4 2017 and held it in 20 quarters. The position peaked at $19.8M in Q2 2018. 286 funds tracked by Wall St. Rank hold BTU as of Q4 2022.

  • Jacobs Levy Equity Management reported no remaining Peabody Energy position as of Q4 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 196,633 Peabody Energy shares in Q4 2022, an estimated $4.88M.
  • Jacobs Levy Equity Management first reported a position in Peabody Energy in Q4 2017 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Peabody Energy position peaked at $19.8M in Q2 2018.
  • 286 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2022, filed 14 Feb 2023.