Jacobs Levy Equity Management
ORRF icon

Jacobs Levy Equity Management’s Orrstown Financial Services ORRF Stock Holding History

Jacobs Levy Equity Management’s Portfolio ORRF Stock Details ORRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-15,564
Closed -$272K – 1009
2013
Q3 		$272K Sell
15,564
-5,033
-24% -$77.7K ﹤0.01% 816
2013
Q2 		$261K Buy
+20,597
New +$306K ﹤0.01% 850

Other funds holding ORRF

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jacobs Levy Equity Management sold out of Orrstown Financial Services (ORRF) in Q4 2013, closing a stake of 15,564 shares — an estimated $272K sold.

Jacobs Levy Equity Management first reported a position in ORRF in Q2 2013 and held it in 2 quarters. The position peaked at $272K in Q3 2013. 32 funds tracked by Wall St. Rank hold ORRF as of Q4 2013.

  • Jacobs Levy Equity Management reported no remaining Orrstown Financial Services position as of Q4 2013 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 15,564 Orrstown Financial Services shares in Q4 2013, an estimated $272K.
  • Jacobs Levy Equity Management first reported a position in Orrstown Financial Services in Q2 2013 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Orrstown Financial Services position peaked at $272K in Q3 2013.
  • 32 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q4 2013.

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