Jacobs Levy Equity Management
WSFS icon

Jacobs Levy Equity Management’s WSFS Financial WSFS Stock Holding History

Jacobs Levy Equity Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6,493
Closed -$251K – 1039
2019
Q1 		$251K Sell
6,493
-8,167
-56% -$340K ﹤0.01% 862
2018
Q4 		$556K Sell
14,660
-16,352
-53% -$688K 0.01% 717
2018
Q3 		$1.46M Buy
+31,012
New +$1.6M 0.02% 579
2017
Q4 		– Sell
-10,385
Closed -$506K – 1078
2017
Q3 		$506K Sell
10,385
-1,260
-11% -$56.8K 0.01% 703
2017
Q2 		$528K Buy
11,645
+560
+5% +$25.6K 0.01% 689
2017
Q1 		$509K Buy
11,085
+1,570
+17% +$71.3K 0.01% 662
2016
Q4 		$441K Buy
9,515
+1,050
+12% +$42.2K 0.01% 700
2016
Q3 		$309K Sell
8,465
-300
-3% -$10.8K 0.01% 807
2016
Q2 		$282K Sell
8,765
-5,054
-37% -$172K 0.01% 899
2016
Q1 		$449K Sell
13,819
-16,412
-54% -$496K 0.01% 749
2015
Q4 		$978K Buy
+30,231
New +$966K 0.02% 448
2014
Q3 		– Sell
-9,750
Closed -$239K – 916
2014
Q2 		$239K Sell
9,750
-11,700
-55% -$272K ﹤0.01% 742
2014
Q1 		$511K Hold
21,450
– – 0.01% 668
2013
Q4 		$554K Buy
+21,450
New +$501K 0.01% 699

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Jacobs Levy Equity Management's WSFS Position: Q2 2019 in Review

Jacobs Levy Equity Management sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 6,493 shares — an estimated $251K sold.

Jacobs Levy Equity Management first reported a position in WSFS in Q4 2013 and held it in 14 quarters. The position peaked at $1.46M in Q3 2018. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

  • Jacobs Levy Equity Management reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 6,493 WSFS Financial shares in Q2 2019, an estimated $251K.
  • Jacobs Levy Equity Management first reported a position in WSFS Financial in Q4 2013 and held it in 14 quarters.
  • Jacobs Levy Equity Management's WSFS Financial position peaked at $1.46M in Q3 2018.
  • 175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2019, filed 13 Aug 2019.