Jacobs Levy Equity Management
JAX

Jacobs Levy Equity Management’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Jacobs Levy Equity Management’s Portfolio JAX Stock Details JAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-44,271
Closed -$435K – 1068
2019
Q1 		$435K Buy
44,271
+11,767
+36% +$108K 0.01% 795
2018
Q4 		$268K Hold
32,504
– – ﹤0.01% 829
2018
Q3 		$387K Buy
32,504
+7,300
+29% +$85K 0.01% 825
2018
Q2 		$281K Buy
+25,204
New +$300K ﹤0.01% 899

Other funds holding JAX

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
Dimensional Fund Advisors
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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management's JAX Position: Q2 2019 in Review

Jacobs Levy Equity Management sold out of J. Alexander's Holdings, Inc. (JAX) in Q2 2019, closing a stake of 44,271 shares — an estimated $435K sold.

Jacobs Levy Equity Management first reported a position in JAX in Q2 2018 and held it in 4 quarters. The position peaked at $435K in Q1 2019. 94 funds tracked by Wall St. Rank hold JAX as of Q2 2019.

  • Jacobs Levy Equity Management reported no remaining J. Alexander's Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 44,271 J. Alexander's Holdings, Inc. shares in Q2 2019, an estimated $435K.
  • Jacobs Levy Equity Management first reported a position in J. Alexander's Holdings, Inc. in Q2 2018 and held it in 4 quarters.
  • Jacobs Levy Equity Management's J. Alexander's Holdings, Inc. position peaked at $435K in Q1 2019.
  • 94 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q2 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2019, filed 13 Aug 2019.