Jacobs Levy Equity Management’s UNIT Corporation UNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-54,200	Closed	-$482K	–	1044
2019 Q2	$482K	Buy	+54,200	New	+$629K	0.01%	745
2019 Q1	–	Sell	-11,200	Closed	-$160K	–	1085
2018 Q4	$160K	Buy	+11,200	New	+$242K	﹤0.01%	908
2015 Q1	–	Sell	-38,135	Closed	-$1.3M	–	920
2014 Q4	$1.3M	Buy	+38,135	New	+$1.65M	0.02%	456

Other funds holding UNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

Jacobs Levy Equity Management's UNT Position: Q3 2019 in Review

Jacobs Levy Equity Management sold out of UNIT Corporation (UNT) in Q3 2019, closing a stake of 54,200 shares — an estimated $482K sold.

Jacobs Levy Equity Management first reported a position in UNT in Q4 2014 and held it in 3 quarters. The position peaked at $1.3M in Q4 2014. 136 funds tracked by Wall St. Rank hold UNT as of Q3 2019.

Jacobs Levy Equity Management reported no remaining UNIT Corporation position as of Q3 2019 after selling out during the quarter.
Jacobs Levy Equity Management sold 54,200 UNIT Corporation shares in Q3 2019, an estimated $482K.
Jacobs Levy Equity Management first reported a position in UNIT Corporation in Q4 2014 and held it in 3 quarters.
Jacobs Levy Equity Management's UNIT Corporation position peaked at $1.3M in Q4 2014.
136 funds tracked by Wall St. Rank held UNIT Corporation as of Q3 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2019, filed 14 Nov 2019.