PIM
ALJ

Perkins Investment Management’s Alon USA Energy Inc ALJ Stock Holding History

Perkins Investment 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
2017
Q1 		$347K Sell
28,500
-2,100
-7% -$25.1K ﹤0.01% 238
2016
Q4 		$348K Buy
30,600
+19,500
+176% +$183K ﹤0.01% 238
2016
Q3 		$89K Buy
+11,100
New +$82.3K ﹤0.01% 219

Other funds holding ALJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perkins Investment Management's ALJ Position: Q1 2017 in Review

Perkins Investment Management reduced its Alon USA Energy Inc (ALJ) stake by 6.9% in Q1 2017, selling an estimated $25.1K and leaving 28,500 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Perkins Investment Management first reported a position in ALJ in Q3 2016 and has held it in 3 quarters since. The position peaked at $348K in Q4 2016. 121 funds tracked by Wall St. Rank hold ALJ as of Q1 2017.

  • Perkins Investment Management held 28,500 shares of Alon USA Energy Inc worth $347K as of Q1 2017.
  • Perkins Investment Management sold 2,100 Alon USA Energy Inc shares in Q1 2017, an estimated $25.1K.
  • Alon USA Energy Inc made up ﹤0.01% of Perkins Investment Management's portfolio in Q1 2017, its #238 holding.
  • Perkins Investment Management first reported a position in Alon USA Energy Inc in Q3 2016 and has held it in 3 quarters since.
  • Perkins Investment Management's Alon USA Energy Inc position peaked at $348K in Q4 2016.
  • 121 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.