Jacobs Levy Equity Management’s California Resources CRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-69,267	Closed	-$3.63M	–	954
2024 Q3	$3.63M	Sell	69,267 -145,667	-68%	-$7.37M	0.01%	498
2024 Q2	$11.4M	Sell	214,934 -183,892	-46%	-$9.38M	0.05%	312
2024 Q1	$22M	Sell	398,826 -276,092	-41%	-$14.4M	0.1%	204
2023 Q4	$36.9M	Sell	674,918 -123,991	-16%	-$6.52M	0.19%	127
2023 Q3	$44.7M	Buy	798,909 +51,683	+7%	+$2.75M	0.27%	87
2023 Q2	$33.8M	Buy	+747,226	New	+$30.3M	0.2%	138

Other funds holding CRC

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GDS

Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Jacobs Levy Equity Management's CRC Position: Q4 2024 in Review

Jacobs Levy Equity Management sold out of California Resources (CRC) in Q4 2024, closing a stake of 69,267 shares — an estimated $3.63M sold.

Jacobs Levy Equity Management first reported a position in CRC in Q2 2023 and held it in 6 quarters. The position peaked at $44.7M in Q3 2023. 278 funds tracked by Wall St. Rank hold CRC as of Q4 2024.

Jacobs Levy Equity Management reported no remaining California Resources position as of Q4 2024 after selling out during the quarter.
Jacobs Levy Equity Management sold 69,267 California Resources shares in Q4 2024, an estimated $3.63M.
Jacobs Levy Equity Management first reported a position in California Resources in Q2 2023 and held it in 6 quarters.
Jacobs Levy Equity Management's California Resources position peaked at $44.7M in Q3 2023.
278 funds tracked by Wall St. Rank held California Resources as of Q4 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2024, filed 14 Feb 2025.