Jacobs Levy Equity Management’s Dominion Energy D Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-16,849	Closed	-$1.32M	–	1015
2021 Q4	$1.32M	Sell	16,849 -76,853	-82%	-$5.78M	0.01%	695
2021 Q3	$6.84M	Sell	93,702 -20,985	-18%	-$1.6M	0.05%	371
2021 Q2	$8.44M	Buy	114,687 +98,804	+622%	+$7.63M	0.06%	334
2021 Q1	$1.21M	Buy	+15,883	New	+$1.15M	0.01%	698
2016 Q3	–	Sell	-16,900	Closed	-$1.32M	–	1038
2016 Q2	$1.32M	Buy	+16,900	New	+$1.23M	0.03%	512
2016 Q1	–	Sell	-5,880	Closed	-$398K	–	1125
2015 Q4	$398K	Buy	+5,880	New	+$406K	0.01%	598

Other funds holding D

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jacobs Levy Equity Management's D Position: Q1 2022 in Review

Jacobs Levy Equity Management sold out of Dominion Energy (D) in Q1 2022, closing a stake of 16,849 shares — an estimated $1.32M sold.

Jacobs Levy Equity Management first reported a position in D in Q4 2015 and held it in 6 quarters. The position peaked at $8.44M in Q2 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

Jacobs Levy Equity Management reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 16,849 Dominion Energy shares in Q1 2022, an estimated $1.32M.
Jacobs Levy Equity Management first reported a position in Dominion Energy in Q4 2015 and held it in 6 quarters.
Jacobs Levy Equity Management's Dominion Energy position peaked at $8.44M in Q2 2021.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2022, filed 16 May 2022.