Jacobs Levy Equity Management
SUSQ

Jacobs Levy Equity Management’s SUSQUEHANNA BANCSHARES INC SUSQ Stock Holding History

Jacobs Levy Equity Management’s Portfolio SUSQ Stock Details SUSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-178,800
Closed -$1.79M – 998
2014
Q3 		$1.79M Buy
178,800
+109,900
+160% +$1.13M 0.03% 405
2014
Q2 		$728K Sell
68,900
-770
-1% -$8.04K 0.01% 575
2014
Q1 		$792K Buy
69,670
+770
+1% +$8.75K 0.01% 596
2013
Q4 		$885K Buy
+68,900
New +$855K 0.01% 604

Other funds holding SUSQ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Jacobs Levy Equity Management sold out of SUSQUEHANNA BANCSHARES INC (SUSQ) in Q4 2014, closing a stake of 178,800 shares — an estimated $1.79M sold.

Jacobs Levy Equity Management first reported a position in SUSQ in Q4 2013 and held it in 4 quarters. The position peaked at $1.79M in Q3 2014. 219 funds tracked by Wall St. Rank hold SUSQ as of Q4 2014.

  • Jacobs Levy Equity Management reported no remaining SUSQUEHANNA BANCSHARES INC position as of Q4 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 178,800 SUSQUEHANNA BANCSHARES INC shares in Q4 2014, an estimated $1.79M.
  • Jacobs Levy Equity Management first reported a position in SUSQUEHANNA BANCSHARES INC in Q4 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's SUSQUEHANNA BANCSHARES INC position peaked at $1.79M in Q3 2014.
  • 219 funds tracked by Wall St. Rank held SUSQUEHANNA BANCSHARES INC as of Q4 2014.

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