Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s First United FUNC Stock Holding History

Jacobs Levy Equity Management’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,305
Closed -$229K – 1010
2021
Q3 		$229K Buy
+12,305
New +$219K ﹤0.01% 971

Other funds holding FUNC

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

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

Jacobs Levy Equity Management sold out of First United (FUNC) in Q4 2021, closing a stake of 12,305 shares — an estimated $229K sold.

Jacobs Levy Equity Management first reported a position in FUNC in Q3 2021 and held it in 1 quarter. The position peaked at $229K in Q3 2021. 32 funds tracked by Wall St. Rank hold FUNC as of Q4 2021.

  • Jacobs Levy Equity Management reported no remaining First United position as of Q4 2021 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 12,305 First United shares in Q4 2021, an estimated $229K.
  • Jacobs Levy Equity Management first reported a position in First United in Q3 2021 and held it in 1 quarter.
  • Jacobs Levy Equity Management's First United position peaked at $229K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held First United as of Q4 2021.

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