Jacobs Levy Equity Management
RGLD icon

Jacobs Levy Equity Management’s Royal Gold RGLD Stock Holding History

Jacobs Levy Equity Management’s Portfolio RGLD Stock Details RGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,500
Closed -$256K – 984
2019
Q2 		$256K Buy
+2,500
New +$225K ﹤0.01% 841
2013
Q3 		– Sell
-13,820
Closed -$582K – 1001
2013
Q2 		$582K Buy
+13,820
New +$748K 0.01% 696

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's RGLD Position: Q3 2019 in Review

Jacobs Levy Equity Management sold out of Royal Gold (RGLD) in Q3 2019, closing a stake of 2,500 shares — an estimated $256K sold.

Jacobs Levy Equity Management first reported a position in RGLD in Q2 2013 and held it in 2 quarters. The position peaked at $582K in Q2 2013. 375 funds tracked by Wall St. Rank hold RGLD as of Q3 2019.

  • Jacobs Levy Equity Management reported no remaining Royal Gold position as of Q3 2019 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 2,500 Royal Gold shares in Q3 2019, an estimated $256K.
  • Jacobs Levy Equity Management first reported a position in Royal Gold in Q2 2013 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Royal Gold position peaked at $582K in Q2 2013.
  • 375 funds tracked by Wall St. Rank held Royal Gold as of Q3 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2019, filed 14 Nov 2019.