Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s MKS Inc MKSI Stock Holding History

Jacobs Levy Equity Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-48,400
Closed -$1.29M – 999
2013
Q3 		$1.29M Sell
48,400
-15,100
-24% -$403K 0.02% 480
2013
Q2 		$1.69M Buy
+63,500
New +$1.72M 0.03% 457

Other funds holding MKSI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Jacobs Levy Equity Management's MKSI Position: Q4 2013 in Review

Jacobs Levy Equity Management sold out of MKS Inc (MKSI) in Q4 2013, closing a stake of 48,400 shares — an estimated $1.29M sold.

Jacobs Levy Equity Management first reported a position in MKSI in Q2 2013 and held it in 2 quarters. The position peaked at $1.69M in Q2 2013. 145 funds tracked by Wall St. Rank hold MKSI as of Q4 2013.

  • Jacobs Levy Equity Management reported no remaining MKS Inc position as of Q4 2013 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 48,400 MKS Inc shares in Q4 2013, an estimated $1.29M.
  • Jacobs Levy Equity Management first reported a position in MKS Inc in Q2 2013 and held it in 2 quarters.
  • Jacobs Levy Equity Management's MKS Inc position peaked at $1.69M in Q2 2013.
  • 145 funds tracked by Wall St. Rank held MKS Inc as of Q4 2013.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2013, filed 14 Feb 2014.