Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Wheels Up UP Stock Holding History

Jacobs Levy Equity Management’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,050
Closed -$329K – 1064
2023
Q2 		$329K Buy
+14,050
New +$993K ﹤0.01% 863
2023
Q1 		– Sell
-7,179
Closed -$1.48M – 1061
2022
Q4 		$1.48M Buy
+7,179
New +$1.85M 0.01% 617

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