Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Spire SR Stock Holding History

Jacobs Levy Equity Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,660
Closed -$570K – 1161
2022
Q2 		$570K Buy
7,660
+96
+1% +$7.22K ﹤0.01% 854
2022
Q1 		$543K Hold
7,564
– – ﹤0.01% 849
2021
Q4 		$493K Sell
7,564
-13,627
-64% -$862K ﹤0.01% 836
2021
Q3 		$1.3M Buy
21,191
+9,602
+83% +$657K 0.01% 700
2021
Q2 		$838K Buy
+11,589
New +$863K 0.01% 776
2018
Q1 		– Sell
-11,400
Closed -$857K – 1059
2017
Q4 		$857K Sell
11,400
-520
-4% -$40.3K 0.02% 648
2017
Q3 		$890K Buy
+11,920
New +$884K 0.02% 605
2016
Q4 		– Sell
-3,780
Closed -$241K – 1048
2016
Q3 		$241K Sell
3,780
-170
-4% -$11.4K ﹤0.01% 859
2016
Q2 		$280K Buy
+3,950
New +$260K 0.01% 902
2014
Q4 		– Sell
-70,151
Closed -$3.25M – 900
2014
Q3 		$3.25M Sell
70,151
-230
-0.3% -$11K 0.05% 307
2014
Q2 		$3.42M Buy
70,381
+44,640
+173% +$2.09M 0.06% 328
2014
Q1 		$1.21M Sell
25,741
-259
-1% -$11.8K 0.02% 495
2013
Q4 		$1.18M Buy
+26,000
New +$1.2M 0.02% 529

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