Jacobs Levy Equity Management
KALU icon

Jacobs Levy Equity Management’s Kaiser Aluminum KALU Stock Holding History

Jacobs Levy Equity Management’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,926
Closed -$1.19M – 1038
2025
Q2 		$1.19M Buy
14,926
+10,851
+266% +$739K ﹤0.01% 725
2025
Q1 		$247K Buy
+4,075
New +$285K ﹤0.01% 1005
2013
Q4 		– Sell
-11,530
Closed -$822K – 985
2013
Q3 		$822K Sell
11,530
-1,840
-14% -$124K 0.01% 575
2013
Q2 		$828K Buy
+13,370
New +$839K 0.01% 613

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management's KALU Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Kaiser Aluminum (KALU) in Q3 2025, closing a stake of 14,926 shares — an estimated $1.19M sold.

Jacobs Levy Equity Management first reported a position in KALU in Q2 2013 and held it in 4 quarters. The position peaked at $1.19M in Q2 2025. 212 funds tracked by Wall St. Rank hold KALU as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Kaiser Aluminum position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,926 Kaiser Aluminum shares in Q3 2025, an estimated $1.19M.
  • Jacobs Levy Equity Management first reported a position in Kaiser Aluminum in Q2 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Kaiser Aluminum position peaked at $1.19M in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.