Jacobs Levy Equity Management

Jacobs Levy Equity Management’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$101M	Buy	+1,364,978	New	+$108M	0.42%	58
2021 Q3	–	Sell	-76,691	Closed	-$3.32M	–	1121
2021 Q2	$3.32M	Buy	76,691 +711	+0.9%	+$31.9K	0.02%	514
2021 Q1	$3.25M	Buy	75,980 +11,103	+17%	+$433K	0.03%	509
2020 Q4	$2.18M	Buy	64,877 +3,763	+6%	+$112K	0.02%	565
2020 Q3	$1.37M	Sell	61,114 -880	-1%	-$19.6K	0.01%	594
2020 Q2	$1.31M	Buy	61,994 +3,854	+7%	+$77.4K	0.01%	614
2020 Q1	$1.07M	Hold	58,140	–	–	0.01%	605
2019 Q4	$1.57M	Sell	58,140 -120,713	-67%	-$3.15M	0.02%	586
2019 Q3	$4.56M	Sell	178,853 -1,575	-0.9%	-$39.6K	0.06%	351
2019 Q2	$4.74M	Buy	+180,428	New	+$4.59M	0.07%	355
2018 Q3	–	Sell	-58,500	Closed	-$1.36M	–	1065
2018 Q2	$1.36M	Sell	58,500 -29,677	-34%	-$772K	0.02%	587
2018 Q1	$2.32M	Buy	+88,177	New	+$2.5M	0.04%	443
2015 Q3	–	Sell	-9,517	Closed	-$244K	–	859
2015 Q2	$244K	Buy	+9,517	New	+$235K	﹤0.01%	694

Other funds holding SF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return