Jacobs Levy Equity Management
EVER

Jacobs Levy Equity Management’s Everbank Financial Corp EVER Stock Holding History

Jacobs Levy Equity Management’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-71,427
Closed -$1.06M – 1223
2016
Q2 		$1.06M Sell
71,427
-10,770
-13% -$160K 0.02% 573
2016
Q1 		$1.24M Buy
82,197
+67,797
+471% +$942K 0.03% 519
2015
Q4 		$230K Buy
+14,400
New +$258K ﹤0.01% 687
2013
Q3 		– Sell
-65,200
Closed -$1.08M – 1075
2013
Q2 		$1.08M Buy
+65,200
New +$1.03M 0.02% 557

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Jacobs Levy Equity Management's EVER Position: Q3 2016 in Review

Jacobs Levy Equity Management sold out of Everbank Financial Corp (EVER) in Q3 2016, closing a stake of 71,427 shares — an estimated $1.06M sold.

Jacobs Levy Equity Management first reported a position in EVER in Q2 2013 and held it in 4 quarters. The position peaked at $1.24M in Q1 2016. 153 funds tracked by Wall St. Rank hold EVER as of Q3 2016.

  • Jacobs Levy Equity Management reported no remaining Everbank Financial Corp position as of Q3 2016 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 71,427 Everbank Financial Corp shares in Q3 2016, an estimated $1.06M.
  • Jacobs Levy Equity Management first reported a position in Everbank Financial Corp in Q2 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Everbank Financial Corp position peaked at $1.24M in Q1 2016.
  • 153 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2016, filed 14 Nov 2016.