Jacobs Levy Equity Management
SURG

Jacobs Levy Equity Management’s SYNERGETICS USA, INC. SURG Stock Holding History

Jacobs Levy Equity Management’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-83,359
Closed -$302K – 1112
2013
Q4 		$302K Buy
83,359
+16,400
+24% +$67K ﹤0.01% 812
2013
Q3 		$305K Buy
66,959
+3,700
+6% +$15.3K 0.01% 789
2013
Q2 		$249K Buy
+63,259
New +$209K ﹤0.01% 860

Other funds holding SURG

CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Jacobs Levy Equity Management's SURG Position: Q1 2014 in Review

Jacobs Levy Equity Management sold out of SYNERGETICS USA, INC. (SURG) in Q1 2014, closing a stake of 83,359 shares — an estimated $302K sold.

Jacobs Levy Equity Management first reported a position in SURG in Q2 2013 and held it in 3 quarters. The position peaked at $305K in Q3 2013. 59 funds tracked by Wall St. Rank hold SURG as of Q1 2014.

  • Jacobs Levy Equity Management reported no remaining SYNERGETICS USA, INC. position as of Q1 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 83,359 SYNERGETICS USA, INC. shares in Q1 2014, an estimated $302K.
  • Jacobs Levy Equity Management first reported a position in SYNERGETICS USA, INC. in Q2 2013 and held it in 3 quarters.
  • Jacobs Levy Equity Management's SYNERGETICS USA, INC. position peaked at $305K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held SYNERGETICS USA, INC. as of Q1 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2014, filed 15 May 2014.