Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Franklin Covey FC Stock Holding History

Jacobs Levy Equity Management’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.1M Buy
196,363
+25,060
+15% +$413K 0.01% 509
2025
Q4 		$2.87M Sell
171,303
-3,021
-2% -$50.6K 0.01% 522
2025
Q3 		$3.38M Buy
174,324
+96,054
+123% +$1.9M 0.01% 494
2025
Q2 		$1.79M Buy
78,270
+33,638
+75% +$744K 0.01% 642
2025
Q1 		$1.23M Buy
+44,632
New +$1.48M ﹤0.01% 772
2020
Q3 		– Sell
-10,732
Closed -$230K – 1053
2020
Q2 		$230K Buy
+10,732
New +$218K ﹤0.01% 931
2014
Q1 		– Sell
-16,916
Closed -$336K – 925
2013
Q4 		$336K Hold
16,916
– – 0.01% 789
2013
Q3 		$304K Sell
16,916
-900
-5% -$14.4K 0.01% 791
2013
Q2 		$240K Buy
+17,816
New +$247K ﹤0.01% 869

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