Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Community West Bancshares CWBC Stock Holding History

Jacobs Levy Equity Management’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,471
Closed -$412K – 984
2022
Q4 		$412K Sell
19,471
-2,374
-11% -$46.2K ﹤0.01% 821
2022
Q3 		$387K Sell
21,845
-6,196
-22% -$105K ﹤0.01% 862
2022
Q2 		$407K Buy
28,041
+7,298
+35% +$134K ﹤0.01% 893
2022
Q1 		$484K Sell
20,743
-354
-2% -$8.09K ﹤0.01% 868
2021
Q4 		$438K Hold
21,097
– – ﹤0.01% 850
2021
Q3 		$454K Hold
21,097
– – ﹤0.01% 875
2021
Q2 		$425K Hold
21,097
– – ﹤0.01% 895
2021
Q1 		$388K Sell
21,097
-1,082
-5% -$18.9K ﹤0.01% 899
2020
Q4 		$330K Sell
22,179
-1,209
-5% -$17.3K ﹤0.01% 907
2020
Q3 		$289K Sell
23,388
-2,269
-9% -$29.5K ﹤0.01% 898
2020
Q2 		$395K Buy
25,657
+452
+2% +$6.26K ﹤0.01% 834
2020
Q1 		$329K Buy
25,205
+4,794
+23% +$85.4K ﹤0.01% 818
2019
Q4 		$442K Sell
20,411
-355
-2% -$7.42K ﹤0.01% 797
2019
Q3 		$423K Sell
20,766
-10,722
-34% -$219K 0.01% 743
2019
Q2 		$676K Buy
31,488
+4,032
+15% +$80.4K 0.01% 700
2019
Q1 		$537K Sell
27,456
-200
-0.7% -$3.92K 0.01% 771
2018
Q4 		$522K Sell
27,656
-3,167
-10% -$62.9K 0.01% 725
2018
Q3 		$666K Buy
30,823
+4,432
+17% +$95.4K 0.01% 720
2018
Q2 		$558K Sell
26,391
-4,511
-15% -$94.6K 0.01% 774
2018
Q1 		$604K Buy
30,902
+5,700
+23% +$114K 0.01% 747
2017
Q4 		$509K Buy
+25,202
New +$516K 0.01% 747
2014
Q4 		– Sell
-23,241
Closed -$267K – 838
2014
Q3 		$267K Buy
23,241
+9,941
+75% +$119K ﹤0.01% 699
2014
Q2 		$174K Buy
+13,300
New +$154K ﹤0.01% 766

Other funds holding CWBC

Fourthstone LLC
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Systematic Financial Management
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Siena Capital Partners
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jacobs Levy Equity Management's CWBC Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of Community West Bancshares (CWBC) in Q1 2023, closing a stake of 19,471 shares — an estimated $412K sold.

Jacobs Levy Equity Management first reported a position in CWBC in Q2 2014 and held it in 23 quarters. The position peaked at $676K in Q2 2019. 65 funds tracked by Wall St. Rank hold CWBC as of Q1 2023.

  • Jacobs Levy Equity Management reported no remaining Community West Bancshares position as of Q1 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 19,471 Community West Bancshares shares in Q1 2023, an estimated $412K.
  • Jacobs Levy Equity Management first reported a position in Community West Bancshares in Q2 2014 and held it in 23 quarters.
  • Jacobs Levy Equity Management's Community West Bancshares position peaked at $676K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.