Jacobs Levy Equity Management’s First Western Financial MYFW Stock Holding History

Jacobs Levy Equity Management’s Portfolio MYFW Stock Details MYFW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,695	Closed	-$217K	–	1030
2022 Q4	$217K	Sell	7,695 -8,366	-52%	-$233K	﹤0.01%	895
2022 Q3	$396K	Buy	16,061 +4,405	+38%	+$120K	﹤0.01%	856
2022 Q2	$317K	Sell	11,656 -10,257	-47%	-$320K	﹤0.01%	918
2022 Q1	$685K	Sell	21,913 -4,383	-17%	-$142K	﹤0.01%	815
2021 Q4	$798K	Sell	26,296 -169	-0.6%	-$5.06K	0.01%	773
2021 Q3	$764K	Sell	26,465 -2,066	-7%	-$55.3K	0.01%	805
2021 Q2	$739K	Buy	28,531 +1,888	+7%	+$50.4K	0.01%	802
2021 Q1	$666K	Buy	26,643 +10,188	+62%	+$214K	0.01%	816
2020 Q4	$322K	Buy	16,455 +3,900	+31%	+$63.4K	﹤0.01%	911
2020 Q3	$163K	Buy	+12,555	New	+$172K	﹤0.01%	979

Other funds holding MYFW

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's MYFW Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of First Western Financial (MYFW) in Q1 2023, closing a stake of 7,695 shares — an estimated $217K sold.

Jacobs Levy Equity Management first reported a position in MYFW in Q3 2020 and held it in 10 quarters. The position peaked at $798K in Q4 2021. 59 funds tracked by Wall St. Rank hold MYFW as of Q1 2023.

Jacobs Levy Equity Management reported no remaining First Western Financial position as of Q1 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 7,695 First Western Financial shares in Q1 2023, an estimated $217K.
Jacobs Levy Equity Management first reported a position in First Western Financial in Q3 2020 and held it in 10 quarters.
Jacobs Levy Equity Management's First Western Financial position peaked at $798K in Q4 2021.
59 funds tracked by Wall St. Rank held First Western Financial as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.