Jacobs Levy Equity Management
WHG icon

Jacobs Levy Equity Management’s Westwood Holdings Group WHG Stock Holding History

Jacobs Levy Equity Management’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30,892
Closed -$448K – 1127
2020
Q4 		$448K Sell
30,892
-3,569
-10% -$43K ﹤0.01% 869
2020
Q3 		$384K Buy
34,461
+13,286
+63% +$163K ﹤0.01% 852
2020
Q2 		$334K Buy
+21,175
New +$403K ﹤0.01% 866

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Vanguard Group
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GI
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DRZID
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State Street
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Wellington Management Group
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Luther King Capital Management (LKCM)
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Jacobs Levy Equity Management's WHG Position: Q1 2021 in Review

Jacobs Levy Equity Management sold out of Westwood Holdings Group (WHG) in Q1 2021, closing a stake of 30,892 shares — an estimated $448K sold.

Jacobs Levy Equity Management first reported a position in WHG in Q2 2020 and held it in 3 quarters. The position peaked at $448K in Q4 2020. 55 funds tracked by Wall St. Rank hold WHG as of Q1 2021.

  • Jacobs Levy Equity Management reported no remaining Westwood Holdings Group position as of Q1 2021 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 30,892 Westwood Holdings Group shares in Q1 2021, an estimated $448K.
  • Jacobs Levy Equity Management first reported a position in Westwood Holdings Group in Q2 2020 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Westwood Holdings Group position peaked at $448K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2021, filed 17 May 2021.