Jacobs Levy Equity Management’s Opus Bank Common Stock OPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-178,017	Closed	-$4.61M	–	1149
2019 Q4	$4.61M	Buy	178,017 +17,299	+11%	+$428K	0.05%	390
2019 Q3	$3.5M	Buy	160,718 +1,300	+0.8%	+$27.6K	0.04%	399
2019 Q2	$3.37M	Buy	159,418 +30,976	+24%	+$653K	0.05%	421
2019 Q1	$2.54M	Buy	128,442 +48,225	+60%	+$1.02M	0.04%	470
2018 Q4	$1.57M	Buy	80,217 +14,300	+22%	+$305K	0.03%	517
2018 Q3	$1.81M	Buy	65,917 +21,125	+47%	+$604K	0.03%	542
2018 Q2	$1.29M	Sell	44,792 -6,360	-12%	-$183K	0.02%	598
2018 Q1	$1.43M	Sell	51,152 -82,342	-62%	-$2.33M	0.02%	552
2017 Q4	$3.64M	Buy	133,494 +106,302	+391%	+$2.76M	0.06%	333
2017 Q3	$653K	Buy	+27,192	New	+$630K	0.01%	662

Other funds holding OPB

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

FCM

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

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobs Levy Equity Management's OPB Position: Q1 2020 in Review

Jacobs Levy Equity Management sold out of Opus Bank Common Stock (OPB) in Q1 2020, closing a stake of 178,017 shares — an estimated $4.61M sold.

Jacobs Levy Equity Management first reported a position in OPB in Q3 2017 and held it in 10 quarters. The position peaked at $4.61M in Q4 2019. 125 funds tracked by Wall St. Rank hold OPB as of Q1 2020.

Jacobs Levy Equity Management reported no remaining Opus Bank Common Stock position as of Q1 2020 after selling out during the quarter.
Jacobs Levy Equity Management sold 178,017 Opus Bank Common Stock shares in Q1 2020, an estimated $4.61M.
Jacobs Levy Equity Management first reported a position in Opus Bank Common Stock in Q3 2017 and held it in 10 quarters.
Jacobs Levy Equity Management's Opus Bank Common Stock position peaked at $4.61M in Q4 2019.
125 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2020, filed 15 May 2020.