Jacobs Levy Equity Management

Jacobs Levy Equity Management’s Clarus CLAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-41,023	Closed	-$185K	–	1088
2024 Q4	$185K	Sell	41,023 -52,350	-56%	-$235K	﹤0.01%	904
2024 Q3	$420K	Buy	+93,373	New	+$471K	﹤0.01%	854
2019 Q1	–	Sell	-65,801	Closed	-$663K	–	968
2018 Q4	$663K	Hold	65,801	–	–	0.01%	687
2018 Q3	$724K	Buy	65,801 +20,591	+46%	+$198K	0.01%	709
2018 Q2	$371K	Sell	45,210 -1,808	-4%	-$13K	0.01%	861
2018 Q1	$316K	Buy	47,018 +8,337	+22%	+$59.2K	0.01%	859
2017 Q4	$302K	Buy	38,681 +23,596	+156%	+$177K	0.01%	848
2017 Q3	$113K	Sell	15,085 -8,845	-37%	-$60.7K	﹤0.01%	913
2017 Q2	$158K	Sell	23,930 -20,266	-46%	-$119K	﹤0.01%	868
2017 Q1	$240K	Sell	44,196 -1,305	-3%	-$7.3K	﹤0.01%	763
2016 Q4	$242K	Sell	45,501 -11,150	-20%	-$62.1K	﹤0.01%	803
2016 Q3	$290K	Sell	56,651 -5,323	-9%	-$24.3K	0.01%	817
2016 Q2	$255K	Buy	+61,974	New	+$266K	0.01%	933

Other funds holding CLAR

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return