Jacobs Levy Equity Management
RATE

Jacobs Levy Equity Management’s Bankrate Inc RATE Stock Holding History

Jacobs Levy Equity Management’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-14,100
Closed -$181K – 1063
2017
Q2 		$181K Sell
14,100
-1,000
-7% -$10.7K ﹤0.01% 857
2017
Q1 		$146K Sell
15,100
-45,152
-75% -$489K ﹤0.01% 830
2016
Q4 		$666K Sell
60,252
-29,786
-33% -$282K 0.01% 632
2016
Q3 		$764K Buy
90,038
+53,600
+147% +$426K 0.01% 628
2016
Q2 		$273K Hold
36,438
– – 0.01% 909
2016
Q1 		$334K Buy
+36,438
New +$380K 0.01% 837

Other funds holding RATE

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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jacobs Levy Equity Management's RATE Position: Q3 2017 in Review

Jacobs Levy Equity Management sold out of Bankrate Inc (RATE) in Q3 2017, closing a stake of 14,100 shares — an estimated $181K sold.

Jacobs Levy Equity Management first reported a position in RATE in Q1 2016 and held it in 6 quarters. The position peaked at $764K in Q3 2016. 117 funds tracked by Wall St. Rank hold RATE as of Q3 2017.

  • Jacobs Levy Equity Management reported no remaining Bankrate Inc position as of Q3 2017 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,100 Bankrate Inc shares in Q3 2017, an estimated $181K.
  • Jacobs Levy Equity Management first reported a position in Bankrate Inc in Q1 2016 and held it in 6 quarters.
  • Jacobs Levy Equity Management's Bankrate Inc position peaked at $764K in Q3 2016.
  • 117 funds tracked by Wall St. Rank held Bankrate Inc as of Q3 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2017, filed 14 Nov 2017.