Jacobs Levy Equity Management
X

Jacobs Levy Equity Management’s US Steel X Stock Holding History

Jacobs Levy Equity Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-66,583
Closed -$1.3M – 1041
2019
Q1 		$1.3M Buy
66,583
+4,700
+8% +$100K 0.02% 607
2018
Q4 		$1.13M Buy
61,883
+1,150
+2% +$28.8K 0.02% 575
2018
Q3 		$1.85M Buy
+60,733
New +$1.96M 0.03% 535
2018
Q2 		– Sell
-6,700
Closed -$236K – 1114
2018
Q1 		$236K Buy
+6,700
New +$264K ﹤0.01% 899
2016
Q3 		– Sell
-51,730
Closed -$872K – 1143
2016
Q2 		$872K Sell
51,730
-2,900
-5% -$48.7K 0.02% 629
2016
Q1 		$877K Buy
+54,630
New +$544K 0.02% 597

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return