Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s BrightView Holdings BV Stock Holding History

Jacobs Levy Equity Management’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-259,723
Closed -$2.19M – 945
2023
Q4 		$2.19M Buy
259,723
+193,965
+295% +$1.48M 0.01% 590
2023
Q3 		$510K Sell
65,758
-35,271
-35% -$282K ﹤0.01% 793
2023
Q2 		$725K Sell
101,029
-3,221
-3% -$20.4K ﹤0.01% 754
2023
Q1 		$586K Buy
104,250
+34,507
+49% +$233K ﹤0.01% 781
2022
Q4 		$481K Sell
69,743
-31,401
-31% -$242K ﹤0.01% 796
2022
Q3 		$803K Buy
101,144
+61,650
+156% +$659K 0.01% 754
2022
Q2 		$474K Sell
39,494
-1,872
-5% -$23.5K ﹤0.01% 875
2022
Q1 		$563K Sell
41,366
-10,848
-21% -$147K ﹤0.01% 842
2021
Q4 		$735K Buy
52,214
+19,477
+59% +$293K ﹤0.01% 787
2021
Q3 		$483K Buy
+32,737
New +$499K ﹤0.01% 863

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return