Jacobs Levy Equity Management
LPT

Jacobs Levy Equity Management’s Liberty Property Trust LPT Stock Holding History

Jacobs Levy Equity Management’s Portfolio LPT Stock Details LPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-168,221
Closed -$8.63M – 1101
2019
Q3 		$8.63M Buy
168,221
+2,287
+1% +$118K 0.11% 240
2019
Q2 		$8.3M Buy
165,934
+20,680
+14% +$1.01M 0.11% 233
2019
Q1 		$7.03M Buy
145,254
+18,110
+14% +$843K 0.1% 271
2018
Q4 		$5.33M Buy
127,144
+42,470
+50% +$1.83M 0.09% 243
2018
Q3 		$3.58M Buy
84,674
+7,254
+9% +$315K 0.05% 382
2018
Q2 		$3.43M Buy
77,420
+36,640
+90% +$1.55M 0.05% 383
2018
Q1 		$1.62M Sell
40,780
-13,560
-25% -$547K 0.03% 523
2017
Q4 		$2.34M Sell
54,340
-9,320
-15% -$405K 0.04% 426
2017
Q3 		$2.61M Sell
63,660
-11,400
-15% -$476K 0.05% 378
2017
Q2 		$3.06M Buy
75,060
+5,960
+9% +$245K 0.07% 336
2017
Q1 		$2.66M Buy
69,100
+57,700
+506% +$2.25M 0.05% 365
2016
Q4 		$450K Buy
+11,400
New +$446K 0.01% 697
2015
Q4 		– Sell
-27,900
Closed -$879K – 905
2015
Q3 		$879K Hold
27,900
– – 0.02% 503
2015
Q2 		$899K Hold
27,900
– – 0.02% 478
2015
Q1 		$996K Buy
+27,900
New +$1.06M 0.02% 476
2014
Q2 		– Sell
-44,320
Closed -$1.64M – 973
2014
Q1 		$1.64M Buy
+44,320
New +$1.6M 0.03% 435

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jacobs Levy Equity Management's LPT Position: Q4 2019 in Review

Jacobs Levy Equity Management sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 168,221 shares — an estimated $8.63M sold.

Jacobs Levy Equity Management first reported a position in LPT in Q1 2014 and held it in 16 quarters. The position peaked at $8.63M in Q3 2019. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

  • Jacobs Levy Equity Management reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 168,221 Liberty Property Trust shares in Q4 2019, an estimated $8.63M.
  • Jacobs Levy Equity Management first reported a position in Liberty Property Trust in Q1 2014 and held it in 16 quarters.
  • Jacobs Levy Equity Management's Liberty Property Trust position peaked at $8.63M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2019, filed 14 Feb 2020.