Blue Ridge Capital’s American Homes 4 Rent AMH Stock Holding History

Blue Ridge Capital’s Portfolio AMH Stock Details AMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-3,135,300	Closed	-$51.9M	–	51
2015 Q1	$51.9M	Sell	3,135,300 -5,564,700	-64%	-$93.1M	0.59%	39
2014 Q4	$148M	Hold	8,700,000	–	–	1.8%	29
2014 Q3	$147M	Hold	8,700,000	–	–	1.74%	27
2014 Q2	$155K	Hold	8,700,000	–	–	1.52%	27
2014 Q1	$145M	Hold	8,700,000	–	–	1.61%	28
2013 Q4	$141M	Hold	8,700,000	–	–	1.45%	32
2013 Q3	$141M	Buy	+8,700,000	New	+$139M	1.68%	27

Other funds holding AMH

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

BIT

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Blue Ridge Capital's AMH Position: Q2 2015 in Review

Blue Ridge Capital sold out of American Homes 4 Rent (AMH) in Q2 2015, closing a stake of 3,135,300 shares — an estimated $51.9M sold.

Blue Ridge Capital first reported a position in AMH in Q3 2013 and held it in 7 quarters. The position peaked at $148M in Q4 2014. 168 funds tracked by Wall St. Rank hold AMH as of Q2 2015.

Blue Ridge Capital reported no remaining American Homes 4 Rent position as of Q2 2015 after selling out during the quarter.
Blue Ridge Capital sold 3,135,300 American Homes 4 Rent shares in Q2 2015, an estimated $51.9M.
Blue Ridge Capital first reported a position in American Homes 4 Rent in Q3 2013 and held it in 7 quarters.
Blue Ridge Capital's American Homes 4 Rent position peaked at $148M in Q4 2014.
168 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2015.

Based on Blue Ridge Capital's 13F filing for Q2 2015, filed 14 Aug 2015.