Jacobs Levy Equity Management
IQV icon

Jacobs Levy Equity Management’s IQVIA IQV Stock Holding History

Jacobs Levy Equity Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,502
Closed -$1.91M – 1011
2023
Q2 		$1.91M Sell
8,502
-22,565
-73% -$4.53M 0.01% 580
2023
Q1 		$6.18M Buy
31,067
+814
+3% +$174K 0.04% 357
2022
Q4 		$6.2M Buy
30,253
+20,499
+210% +$4.16M 0.04% 356
2022
Q3 		$1.77M Buy
9,754
+6,958
+249% +$1.52M 0.01% 585
2022
Q2 		$607K Buy
+2,796
New +$607K ﹤0.01% 843
2016
Q3 		– Sell
-117,289
Closed -$7.66M – 1071
2016
Q2 		$7.66M Sell
117,289
-44,610
-28% -$2.99M 0.16% 184
2016
Q1 		$10.5M Sell
161,899
-71,558
-31% -$4.53M 0.22% 130
2015
Q4 		$16M Buy
233,457
+20,130
+9% +$1.38M 0.32% 100
2015
Q3 		$14.8M Sell
213,327
-20,626
-9% -$1.54M 0.3% 111
2015
Q2 		$17M Sell
233,953
-162,884
-41% -$11.2M 0.32% 103
2015
Q1 		$26.6M Sell
396,837
-75,331
-16% -$4.75M 0.45% 58
2014
Q4 		$27.8M Buy
472,168
+460,948
+4,108% +$26.3M 0.48% 57
2014
Q3 		$626K Sell
11,220
-2,480
-18% -$139K 0.01% 573
2014
Q2 		$730K Sell
13,700
-28,960
-68% -$1.46M 0.01% 574
2014
Q1 		$2.17M Buy
42,660
+28,060
+192% +$1.41M 0.04% 387
2013
Q4 		$677K Buy
+14,600
New +$639K 0.01% 661

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return