Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Investar Holding Corp ISTR Stock Holding History

Jacobs Levy Equity Management’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,314
Closed -$169K – 995
2023
Q4 		$169K Buy
11,314
+1,278
+13% +$14.5K ﹤0.01% 938
2023
Q3 		$106K Sell
10,036
-92
-0.9% -$1.18K ﹤0.01% 936
2023
Q2 		$123K Sell
10,128
-12,907
-56% -$158K ﹤0.01% 942
2023
Q1 		$322K Sell
23,035
-6,847
-23% -$132K ﹤0.01% 853
2022
Q4 		$643K Sell
29,882
-10,542
-26% -$226K ﹤0.01% 745
2022
Q3 		$804K Buy
40,424
+12,383
+44% +$270K 0.01% 753
2022
Q2 		$614K Buy
28,041
+7,076
+34% +$145K ﹤0.01% 841
2022
Q1 		$400K Sell
20,965
-151
-0.7% -$2.93K ﹤0.01% 887
2021
Q4 		$389K Sell
21,116
-822
-4% -$15.4K ﹤0.01% 866
2021
Q3 		$483K Buy
+21,938
New +$487K ﹤0.01% 864
2021
Q2 		– Sell
-11,788
Closed -$242K – 1073
2021
Q1 		$242K Buy
+11,788
New +$221K ﹤0.01% 953

Other funds holding ISTR

Fourthstone LLC
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Maltese Capital Management
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Jacobs Levy Equity Management's ISTR Position: Q1 2024 in Review

Jacobs Levy Equity Management sold out of Investar Holding Corp (ISTR) in Q1 2024, closing a stake of 11,314 shares — an estimated $169K sold.

Jacobs Levy Equity Management first reported a position in ISTR in Q1 2021 and held it in 11 quarters. The position peaked at $804K in Q3 2022. 63 funds tracked by Wall St. Rank hold ISTR as of Q1 2024.

  • Jacobs Levy Equity Management reported no remaining Investar Holding Corp position as of Q1 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 11,314 Investar Holding Corp shares in Q1 2024, an estimated $169K.
  • Jacobs Levy Equity Management first reported a position in Investar Holding Corp in Q1 2021 and held it in 11 quarters.
  • Jacobs Levy Equity Management's Investar Holding Corp position peaked at $804K in Q3 2022.
  • 63 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2024, filed 15 May 2024.