Jacobs Levy Equity Management’s Stage Stores Inc SSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-49,780	Closed	-$873K	–	893
2015 Q2	$873K	Sell	49,780 -34,000	-41%	-$644K	0.02%	485
2015 Q1	$1.92M	Buy	83,780 +16,439	+24%	+$353K	0.03%	369
2014 Q4	$1.39M	Buy	+67,341	New	+$1.22M	0.02%	441

Other funds holding SSI

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management's SSI Position: Q3 2015 in Review

Jacobs Levy Equity Management sold out of Stage Stores Inc (SSI) in Q3 2015, closing a stake of 49,780 shares — an estimated $873K sold.

Jacobs Levy Equity Management first reported a position in SSI in Q4 2014 and held it in 3 quarters. The position peaked at $1.92M in Q1 2015. 151 funds tracked by Wall St. Rank hold SSI as of Q3 2015.

Jacobs Levy Equity Management reported no remaining Stage Stores Inc position as of Q3 2015 after selling out during the quarter.
Jacobs Levy Equity Management sold 49,780 Stage Stores Inc shares in Q3 2015, an estimated $873K.
Jacobs Levy Equity Management first reported a position in Stage Stores Inc in Q4 2014 and held it in 3 quarters.
Jacobs Levy Equity Management's Stage Stores Inc position peaked at $1.92M in Q1 2015.
151 funds tracked by Wall St. Rank held Stage Stores Inc as of Q3 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2015, filed 16 Nov 2015.