Jacobs Levy Equity Management
JBTM

Jacobs Levy Equity Management’s JBT Marel JBTM Stock Holding History

Jacobs Levy Equity Management’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18,732
Closed -$549K – 1019
2013
Q4 		$549K Sell
18,732
-2,100
-10% -$58.3K 0.01% 700
2013
Q3 		$518K Hold
20,832
– – 0.01% 682
2013
Q2 		$438K Buy
+20,832
New +$437K 0.01% 753

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Jacobs Levy Equity Management's JBTM Position: Q1 2014 in Review

Jacobs Levy Equity Management sold out of JBT Marel (JBTM) in Q1 2014, closing a stake of 18,732 shares — an estimated $549K sold.

Jacobs Levy Equity Management first reported a position in JBTM in Q2 2013 and held it in 3 quarters. The position peaked at $549K in Q4 2013. 147 funds tracked by Wall St. Rank hold JBTM as of Q1 2014.

  • Jacobs Levy Equity Management reported no remaining JBT Marel position as of Q1 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 18,732 JBT Marel shares in Q1 2014, an estimated $549K.
  • Jacobs Levy Equity Management first reported a position in JBT Marel in Q2 2013 and held it in 3 quarters.
  • Jacobs Levy Equity Management's JBT Marel position peaked at $549K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held JBT Marel as of Q1 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2014, filed 15 May 2014.