MAMNY
ALJ

Marathon Asset Management (New York)’s Alon USA Energy Inc ALJ Stock Holding History

Marathon Asset Management (New York)’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
2014
Q2 		– Sell
-160,204
Closed -$2.39M – 40
2014
Q1 		$2.39M Sell
160,204
-848,696
-84% -$12.8M 0.19% 29
2013
Q4 		$16.7M Buy
+1,008,900
New +$12.7M 0.67% 16

Other funds holding ALJ

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Marathon Asset Management (New York)'s ALJ Position: Q2 2014 in Review

Marathon Asset Management (New York) sold out of Alon USA Energy Inc (ALJ) in Q2 2014, closing a stake of 160,204 shares — an estimated $2.39M sold.

Marathon Asset Management (New York) first reported a position in ALJ in Q4 2013 and held it in 2 quarters. The position peaked at $16.7M in Q4 2013. 117 funds tracked by Wall St. Rank hold ALJ as of Q2 2014.

  • Marathon Asset Management (New York) reported no remaining Alon USA Energy Inc position as of Q2 2014 after selling out during the quarter.
  • Marathon Asset Management (New York) sold 160,204 Alon USA Energy Inc shares in Q2 2014, an estimated $2.39M.
  • Marathon Asset Management (New York) first reported a position in Alon USA Energy Inc in Q4 2013 and held it in 2 quarters.
  • Marathon Asset Management (New York)'s Alon USA Energy Inc position peaked at $16.7M in Q4 2013.
  • 117 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q2 2014.

Based on Marathon Asset Management (New York)'s 13F filing for Q2 2014, filed 14 Aug 2014.