Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Factset FDS Stock Holding History

Jacobs Levy Equity Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,361
Closed -$3.41M – 983
2024
Q2 		$3.41M Sell
8,361
-22
-0.3% -$9.35K 0.01% 506
2024
Q1 		$3.81M Sell
8,383
-742
-8% -$346K 0.02% 478
2023
Q4 		$4.35M Sell
9,125
-36,269
-80% -$16.3M 0.02% 450
2023
Q3 		$19.8M Buy
45,394
+3,438
+8% +$1.46M 0.12% 184
2023
Q2 		$16.8M Buy
41,956
+7,268
+21% +$2.93M 0.1% 215
2023
Q1 		$14.4M Sell
34,688
-22,486
-39% -$9.36M 0.09% 232
2022
Q4 		$22.9M Sell
57,174
-21,396
-27% -$9.11M 0.16% 171
2022
Q3 		$31.4M Buy
78,570
+57,012
+264% +$24.1M 0.25% 116
2022
Q2 		$8.29M Buy
+21,558
New +$8.44M 0.06% 313
2017
Q1 		– Sell
-4,770
Closed -$780K – 939
2016
Q4 		$780K Sell
4,770
-36,411
-88% -$5.81M 0.02% 602
2016
Q3 		$6.67M Buy
+41,181
New +$7.1M 0.12% 217
2016
Q1 		– Sell
-39,198
Closed -$6.37M – 1133
2015
Q4 		$6.37M Sell
39,198
-69,594
-64% -$11.7M 0.13% 196
2015
Q3 		$17.4M Buy
108,792
+12,574
+13% +$2.06M 0.36% 95
2015
Q2 		$15.6M Buy
96,218
+7,970
+9% +$1.29M 0.3% 114
2015
Q1 		$14M Buy
88,248
+84,758
+2,429% +$12.7M 0.24% 136
2014
Q4 		$491K Buy
+3,490
New +$463K 0.01% 609
2014
Q1 		– Sell
-2,680
Closed -$291K – 926
2013
Q4 		$291K Buy
+2,680
New +$297K ﹤0.01% 818

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