Jacobs Levy Equity Management
SFG

Jacobs Levy Equity Management’s STANCORP FINL GRP SFG Stock Holding History

Jacobs Levy Equity Management’s Portfolio SFG Stock Details SFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-27,571
Closed -$1.93M – 957
2014
Q4 		$1.93M Buy
+27,571
New +$1.84M 0.03% 389
2014
Q1 		– Sell
-71,172
Closed -$4.71M – 1104
2013
Q4 		$4.71M Buy
71,172
+42,160
+145% +$2.6M 0.07% 300
2013
Q3 		$1.6M Buy
+29,012
New +$1.55M 0.03% 451

Other funds holding SFG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management's SFG Position: Q1 2015 in Review

Jacobs Levy Equity Management sold out of STANCORP FINL GRP (SFG) in Q1 2015, closing a stake of 27,571 shares — an estimated $1.93M sold.

Jacobs Levy Equity Management first reported a position in SFG in Q3 2013 and held it in 3 quarters. The position peaked at $4.71M in Q4 2013. 188 funds tracked by Wall St. Rank hold SFG as of Q1 2015.

  • Jacobs Levy Equity Management reported no remaining STANCORP FINL GRP position as of Q1 2015 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 27,571 STANCORP FINL GRP shares in Q1 2015, an estimated $1.93M.
  • Jacobs Levy Equity Management first reported a position in STANCORP FINL GRP in Q3 2013 and held it in 3 quarters.
  • Jacobs Levy Equity Management's STANCORP FINL GRP position peaked at $4.71M in Q4 2013.
  • 188 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2015, filed 15 May 2015.