Jacobs Levy Equity Management
SWFT

Jacobs Levy Equity Management’s Swift Transportation Company SWFT Stock Holding History

Jacobs Levy Equity Management’s Portfolio SWFT Stock Details SWFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,200
Closed -$321K – 993
2014
Q4 		$321K Buy
+11,200
New +$286K 0.01% 671
2013
Q4 		– Sell
-36,850
Closed -$744K – 1141
2013
Q3 		$744K Sell
36,850
-56,100
-60% -$1.02M 0.01% 597
2013
Q2 		$1.54M Buy
+92,950
New +$1.43M 0.03% 479

Other funds holding SWFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobs Levy Equity Management's SWFT Position: Q1 2015 in Review

Jacobs Levy Equity Management sold out of Swift Transportation Company (SWFT) in Q1 2015, closing a stake of 11,200 shares — an estimated $321K sold.

Jacobs Levy Equity Management first reported a position in SWFT in Q2 2013 and held it in 3 quarters. The position peaked at $1.54M in Q2 2013. 233 funds tracked by Wall St. Rank hold SWFT as of Q1 2015.

  • Jacobs Levy Equity Management reported no remaining Swift Transportation Company position as of Q1 2015 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 11,200 Swift Transportation Company shares in Q1 2015, an estimated $321K.
  • Jacobs Levy Equity Management first reported a position in Swift Transportation Company in Q2 2013 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Swift Transportation Company position peaked at $1.54M in Q2 2013.
  • 233 funds tracked by Wall St. Rank held Swift Transportation Company as of Q1 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2015, filed 15 May 2015.