LSV Asset Management
ALJ

LSV Asset Management’s Alon USA Energy Inc ALJ Stock Holding History

LSV Asset Management’s Portfolio ALJ Stock Details ALJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,721
Closed -$86K – 1075
2016
Q3 		$86K Sell
10,721
-108,569
-91% -$805K ﹤0.01% 976
2016
Q2 		$772K Sell
119,290
-406,175
-77% -$3.5M ﹤0.01% 818
2016
Q1 		$5.42M Sell
525,465
-29,100
-5% -$329K 0.01% 499
2015
Q4 		$8.23M Sell
554,565
-39,717
-7% -$665K 0.02% 425
2015
Q3 		$10.7M Buy
594,282
+16,300
+3% +$309K 0.02% 369
2015
Q2 		$10.9M Buy
577,982
+18,800
+3% +$321K 0.02% 371
2015
Q1 		$9.27M Sell
559,182
-14,000
-2% -$185K 0.02% 385
2014
Q4 		$7.26M Buy
573,182
+20,900
+4% +$300K 0.02% 414
2014
Q3 		$7.93M Sell
552,282
-13,100
-2% -$190K 0.02% 390
2014
Q2 		$7.03M Hold
565,382
– – 0.02% 414
2014
Q1 		$8.45M Sell
565,382
-237,318
-30% -$3.58M 0.02% 383
2013
Q4 		$13.3M Sell
802,700
-29,700
-4% -$375K 0.03% 310
2013
Q3 		$8.5M Buy
832,400
+77,300
+10% +$955K 0.02% 370
2013
Q2 		$10.9M Buy
+755,100
New +$12.8M 0.03% 313

Other funds holding ALJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management's ALJ Position: Q4 2016 in Review

LSV Asset Management sold out of Alon USA Energy Inc (ALJ) in Q4 2016, closing a stake of 10,721 shares — an estimated $86K sold.

LSV Asset Management first reported a position in ALJ in Q2 2013 and held it in 14 quarters. The position peaked at $13.3M in Q4 2013. 119 funds tracked by Wall St. Rank hold ALJ as of Q4 2016.

  • LSV Asset Management reported no remaining Alon USA Energy Inc position as of Q4 2016 after selling out during the quarter.
  • LSV Asset Management sold 10,721 Alon USA Energy Inc shares in Q4 2016, an estimated $86K.
  • LSV Asset Management first reported a position in Alon USA Energy Inc in Q2 2013 and held it in 14 quarters.
  • LSV Asset Management's Alon USA Energy Inc position peaked at $13.3M in Q4 2013.
  • 119 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q4 2016.

Based on LSV Asset Management's 13F filing for Q4 2016, filed 7 Feb 2017.