Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC Β· 73 quarters on record
This page tracks every 13F SEC filing in which JACOBS LEVY EQUITY MANAGEMENT, INC reported a position in GOLDMAN SACHS GRP INC COM (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π JACOBS LEVY EQUITY MANAGEMENT, INC outperformed the S&P 500 by +6.6% annually on this GS position. Timing score: 44% (29/66 decisions correct). Average cost basis: $91.84. Maximum drawdown during holding period: β60.7%.
π₯ Exceptional β beat the S&P 500 by 6.6% per year on this position.
72 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
29 of 66 add/trim decisions correct
Best entry: $48.00 (2003 Q1) Β· Worst: $535.20 (2025 Q1)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
25 adds Β· 42 trims. Bought during 10 of 29 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size