Jacobs Levy Equity Management
KATE

Jacobs Levy Equity Management’s Kate Spade & Company KATE Stock Holding History

Jacobs Levy Equity Management’s Portfolio KATE Stock Details KATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-39,600
Closed -$1.47M – 992
2014
Q1 		$1.47M Buy
+39,600
New +$1.31M 0.02% 453

Other funds holding KATE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return

Jacobs Levy Equity Management's KATE Position: Q2 2014 in Review

Jacobs Levy Equity Management sold out of Kate Spade & Company (KATE) in Q2 2014, closing a stake of 39,600 shares — an estimated $1.47M sold.

Jacobs Levy Equity Management first reported a position in KATE in Q1 2014 and held it in 1 quarter. The position peaked at $1.47M in Q1 2014. 236 funds tracked by Wall St. Rank hold KATE as of Q2 2014.

  • Jacobs Levy Equity Management reported no remaining Kate Spade & Company position as of Q2 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 39,600 Kate Spade & Company shares in Q2 2014, an estimated $1.47M.
  • Jacobs Levy Equity Management first reported a position in Kate Spade & Company in Q1 2014 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Kate Spade & Company position peaked at $1.47M in Q1 2014.
  • 236 funds tracked by Wall St. Rank held Kate Spade & Company as of Q2 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2014, filed 14 Aug 2014.