Jacobs Levy Equity Management
Y

Jacobs Levy Equity Management’s Alleghany Corp Y Stock Holding History

Jacobs Levy Equity Management’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-56,835
Closed -$37.9M – 1121
2021
Q4 		$37.9M Sell
56,835
-19,615
-26% -$13.1M 0.25% 105
2021
Q3 		$47.7M Sell
76,450
-10,582
-12% -$6.99M 0.32% 80
2021
Q2 		$58.1M Buy
87,032
+41,851
+93% +$28.8M 0.39% 65
2021
Q1 		$28.3M Buy
45,181
+12,164
+37% +$7.53M 0.22% 123
2020
Q4 		$19.9M Buy
33,017
+6,574
+25% +$3.83M 0.17% 143
2020
Q3 		$13.8M Sell
26,443
-1,838
-6% -$966K 0.14% 164
2020
Q2 		$13.8M Buy
28,281
+25,875
+1,075% +$13.4M 0.15% 164
2020
Q1 		$1.33M Sell
2,406
-91
-4% -$65.5K 0.02% 563
2019
Q4 		$2M Sell
2,497
-11,596
-82% -$9.06M 0.02% 544
2019
Q3 		$11.2M Buy
14,093
+77
+0.5% +$56.7K 0.14% 195
2019
Q2 		$9.55M Buy
14,016
+9,400
+204% +$6.23M 0.13% 200
2019
Q1 		$2.83M Sell
4,616
-4,508
-49% -$2.82M 0.04% 446
2018
Q4 		$5.69M Buy
9,124
+5,355
+142% +$3.3M 0.1% 230
2018
Q3 		$2.46M Buy
+3,769
New +$2.36M 0.03% 472
2017
Q4 		– Sell
-1,120
Closed -$620K – 1091
2017
Q3 		$620K Sell
1,120
-2,628
-70% -$1.53M 0.01% 672
2017
Q2 		$2.23M Buy
3,748
+240
+7% +$143K 0.05% 406
2017
Q1 		$2.16M Sell
3,508
-1,211
-26% -$755K 0.04% 407
2016
Q4 		$2.87M Sell
4,719
-4,921
-51% -$2.74M 0.06% 352
2016
Q3 		$5.06M Sell
9,640
-11,342
-54% -$6.07M 0.09% 266
2016
Q2 		$11.5M Buy
20,982
+4,358
+26% +$2.27M 0.24% 121
2016
Q1 		$8.25M Buy
16,624
+12,929
+350% +$6.11M 0.17% 168
2015
Q4 		$1.77M Buy
+3,695
New +$1.83M 0.04% 371

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Jacobs Levy Equity Management's Y Position: Q1 2022 in Review

Jacobs Levy Equity Management sold out of Alleghany Corp (Y) in Q1 2022, closing a stake of 56,835 shares — an estimated $37.9M sold.

Jacobs Levy Equity Management first reported a position in Y in Q4 2015 and held it in 22 quarters. The position peaked at $58.1M in Q2 2021. 438 funds tracked by Wall St. Rank hold Y as of Q1 2022.

  • Jacobs Levy Equity Management reported no remaining Alleghany Corp position as of Q1 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 56,835 Alleghany Corp shares in Q1 2022, an estimated $37.9M.
  • Jacobs Levy Equity Management first reported a position in Alleghany Corp in Q4 2015 and held it in 22 quarters.
  • Jacobs Levy Equity Management's Alleghany Corp position peaked at $58.1M in Q2 2021.
  • 438 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2022, filed 16 May 2022.