Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s MBIA MBI Stock Holding History

Jacobs Levy Equity Management’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,089
Closed -$289K – 1038
2023
Q3 		$289K Buy
+40,089
New +$334K ﹤0.01% 882
2014
Q3 		– Sell
-198,210
Closed -$2.19M – 875
2014
Q2 		$2.19M Sell
198,210
-12,950
-6% -$160K 0.04% 386
2014
Q1 		$2.95M Buy
+211,160
New +$2.69M 0.05% 334

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management's MBI Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of MBIA (MBI) in Q4 2023, closing a stake of 40,089 shares — an estimated $289K sold.

Jacobs Levy Equity Management first reported a position in MBI in Q1 2014 and held it in 3 quarters. The position peaked at $2.95M in Q1 2014. 123 funds tracked by Wall St. Rank hold MBI as of Q4 2023.

  • Jacobs Levy Equity Management reported no remaining MBIA position as of Q4 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 40,089 MBIA shares in Q4 2023, an estimated $289K.
  • Jacobs Levy Equity Management first reported a position in MBIA in Q1 2014 and held it in 3 quarters.
  • Jacobs Levy Equity Management's MBIA position peaked at $2.95M in Q1 2014.
  • 123 funds tracked by Wall St. Rank held MBIA as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.