Jacobs Levy Equity Management
KDP icon

Jacobs Levy Equity Management’s Keurig Dr Pepper KDP Stock Holding History

Jacobs Levy Equity Management’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-89,444
Closed -$8.68M – 1032
2017
Q4 		$8.68M Sell
89,444
-126,684
-59% -$11.4M 0.15% 190
2017
Q3 		$19.1M Buy
216,128
+10,205
+5% +$926K 0.37% 79
2017
Q2 		$18.8M Sell
205,923
-14,710
-7% -$1.38M 0.4% 70
2017
Q1 		$21.6M Buy
220,633
+78,111
+55% +$7.29M 0.44% 63
2016
Q4 		$12.9M Sell
142,522
-63,110
-31% -$5.53M 0.25% 122
2016
Q3 		$18.8M Buy
205,632
+16,710
+9% +$1.58M 0.34% 88
2016
Q2 		$18.3M Buy
188,922
+79,660
+73% +$7.31M 0.38% 63
2016
Q1 		$9.77M Sell
109,262
-5,480
-5% -$500K 0.21% 145
2015
Q4 		$10.7M Buy
114,742
+64,132
+127% +$5.69M 0.21% 144
2015
Q3 		$4M Buy
+50,610
New +$3.97M 0.08% 239
2015
Q2 		– Sell
-6,110
Closed -$480K – 831
2015
Q1 		$480K Sell
6,110
-170
-3% -$13.1K 0.01% 585
2014
Q4 		$450K Buy
+6,280
New +$435K 0.01% 619

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BlackRock
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CRC
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return