Jacobs Levy Equity Management
EDUC icon

Jacobs Levy Equity Management’s Educational Development Corp EDUC Stock Holding History

Jacobs Levy Equity Management’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-24,253
Closed -$234K – 998
2021
Q3 		$234K Sell
24,253
-10,813
-31% -$115K ﹤0.01% 967
2021
Q2 		$435K Buy
35,066
+2,066
+6% +$31.8K ﹤0.01% 890
2021
Q1 		$563K Buy
+33,000
New +$530K ﹤0.01% 844

Other funds holding EDUC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $481B AUM 30.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Jacobs Levy Equity Management's EDUC Position: Q4 2021 in Review

Jacobs Levy Equity Management sold out of Educational Development Corp (EDUC) in Q4 2021, closing a stake of 24,253 shares — an estimated $234K sold.

Jacobs Levy Equity Management first reported a position in EDUC in Q1 2021 and held it in 3 quarters. The position peaked at $563K in Q1 2021. 23 funds tracked by Wall St. Rank hold EDUC as of Q4 2021.

  • Jacobs Levy Equity Management reported no remaining Educational Development Corp position as of Q4 2021 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 24,253 Educational Development Corp shares in Q4 2021, an estimated $234K.
  • Jacobs Levy Equity Management first reported a position in Educational Development Corp in Q1 2021 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Educational Development Corp position peaked at $563K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Educational Development Corp as of Q4 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2021, filed 14 Feb 2022.