Jacobs Levy Equity Management
STAG icon

Jacobs Levy Equity Management’s STAG Industrial STAG Stock Holding History

Jacobs Levy Equity Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-23,700
Closed -$491K – 903
2014
Q3 		$491K Buy
+23,700
New +$546K 0.01% 613

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AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jacobs Levy Equity Management's STAG Position: Q4 2014 in Review

Jacobs Levy Equity Management sold out of STAG Industrial (STAG) in Q4 2014, closing a stake of 23,700 shares — an estimated $491K sold.

Jacobs Levy Equity Management first reported a position in STAG in Q3 2014 and held it in 1 quarter. The position peaked at $491K in Q3 2014. 174 funds tracked by Wall St. Rank hold STAG as of Q4 2014.

  • Jacobs Levy Equity Management reported no remaining STAG Industrial position as of Q4 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 23,700 STAG Industrial shares in Q4 2014, an estimated $491K.
  • Jacobs Levy Equity Management first reported a position in STAG Industrial in Q3 2014 and held it in 1 quarter.
  • Jacobs Levy Equity Management's STAG Industrial position peaked at $491K in Q3 2014.
  • 174 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2014, filed 17 Feb 2015.