Jacobs Levy Equity Management’s KalVista Pharmaceuticals KALV Stock Holding History

Jacobs Levy Equity Management’s Portfolio KALV Stock Details KALV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-69,762	Closed	-$548K	–	1029
2023 Q1	$548K	Buy	+69,762	New	+$521K	﹤0.01%	792
2021 Q2	–	Sell	-47,681	Closed	-$1.23M	–	1076
2021 Q1	$1.23M	Sell	47,681 -5,796	-11%	-$152K	0.01%	691
2020 Q4	$1.02M	Buy	53,477 +18,915	+55%	+$324K	0.01%	717
2020 Q3	$435K	Buy	34,562 +18,434	+114%	+$230K	﹤0.01%	824
2020 Q2	$195K	Buy	+16,128	New	+$172K	﹤0.01%	957

Other funds holding KALV

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SVCM

Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Jacobs Levy Equity Management's KALV Position: Q2 2023 in Review

Jacobs Levy Equity Management sold out of KalVista Pharmaceuticals (KALV) in Q2 2023, closing a stake of 69,762 shares — an estimated $548K sold.

Jacobs Levy Equity Management first reported a position in KALV in Q2 2020 and held it in 5 quarters. The position peaked at $1.23M in Q1 2021. 94 funds tracked by Wall St. Rank hold KALV as of Q2 2023.

Jacobs Levy Equity Management reported no remaining KalVista Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 69,762 KalVista Pharmaceuticals shares in Q2 2023, an estimated $548K.
Jacobs Levy Equity Management first reported a position in KalVista Pharmaceuticals in Q2 2020 and held it in 5 quarters.
Jacobs Levy Equity Management's KalVista Pharmaceuticals position peaked at $1.23M in Q1 2021.
94 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2023, filed 14 Aug 2023.