Advisory Research’s Oritani Financial Corp. New ORIT Stock Holding History

Advisory Research’s Portfolio ORIT Stock Details ORIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-97,660	Closed	-$1.54M	–	719
2014 Q1	$1.54M	Sell	97,660 -23,227	-19%	-$363K	0.02%	203
2013 Q4	$1.94M	Sell	120,887 -131,348	-52%	-$2.12M	0.02%	201
2013 Q3	$4.15M	Sell	252,235 -29,579	-10%	-$477K	0.04%	171
2013 Q2	$4.42M	Buy	+281,814	New	+$4.31M	0.05%	171

Other funds holding ORIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Advisory Research's ORIT Position: Q2 2014 in Review

Advisory Research sold out of Oritani Financial Corp. New (ORIT) in Q2 2014, closing a stake of 97,660 shares — an estimated $1.54M sold.

Advisory Research first reported a position in ORIT in Q2 2013 and held it in 4 quarters. The position peaked at $4.42M in Q2 2013. 137 funds tracked by Wall St. Rank hold ORIT as of Q2 2014.

Advisory Research reported no remaining Oritani Financial Corp. New position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 97,660 Oritani Financial Corp. New shares in Q2 2014, an estimated $1.54M.
Advisory Research first reported a position in Oritani Financial Corp. New in Q2 2013 and held it in 4 quarters.
Advisory Research's Oritani Financial Corp. New position peaked at $4.42M in Q2 2013.
137 funds tracked by Wall St. Rank held Oritani Financial Corp. New as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.