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Jacobs Levy Equity Management’s
FirstEnergy
FE
Stock Holding History
Jacobs Levy Equity Management’s Portfolio
FE Stock Details
FE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-583,339
Closed
-$24.3M
–
1021
2021
Q4
$24.3M
Sell
583,339
-176,075
-23%
-$6.79M
0.16%
146
2021
Q3
$27.1M
Sell
759,414
-506,498
-40%
-$19.2M
0.18%
145
2021
Q2
$47.1M
Buy
+1,265,912
New
+$47.1M
0.32%
80
2020
Q3
–
Sell
-61,606
Closed
-$2.39M
–
1055
2020
Q2
$2.39M
Sell
61,606
-394,041
-86%
-$16.3M
0.03%
490
2020
Q1
$18.3M
Buy
455,647
+192,806
+73%
+$8.96M
0.23%
114
2019
Q4
$12.8M
Buy
262,841
+258,621
+6,128%
+$12.4M
0.13%
200
2019
Q3
$204K
Buy
+4,220
New
+$191K
﹤0.01%
843
2017
Q2
–
Sell
-125,308
Closed
-$3.99M
–
957
2017
Q1
$3.99M
Sell
125,308
-216,390
-63%
-$6.68M
0.08%
291
2016
Q4
$10.6M
Sell
341,698
-19,210
-5%
-$615K
0.2%
155
2016
Q3
$11.9M
Sell
360,908
-50,052
-12%
-$1.7M
0.21%
143
2016
Q2
$14.3M
Buy
410,960
+246,780
+150%
+$8.36M
0.3%
93
2016
Q1
$5.91M
Buy
164,180
+150,820
+1,129%
+$5.07M
0.13%
209
2015
Q4
$424K
Buy
13,360
+5,860
+78%
+$184K
0.01%
587
2015
Q3
$235K
Buy
+7,500
New
+$245K
﹤0.01%
697
2013
Q3
–
Sell
-283,430
Closed
-$10.6M
–
961
2013
Q2
$10.6M
Buy
+283,430
New
+$11.9M
0.19%
158
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$6.9T AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
BlackRock
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$5.72T AUM
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1-Year Est. Return
Blackstone Inc
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$25.6B AUM
26.83%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
IC
Icahn Carl
Sunny Isles Beach, Florida
$8.55B AUM
29.29%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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