First Manhattan’s LORILLARD INC COM STK LO Stock Holding History

First Manhattan’s Portfolio LO Stock Details LO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,116,610	Closed	-$73M	–	1547
2015 Q1	$73M	Buy	1,116,610 +15,865	+1%	+$1.06M	0.42%	48
2014 Q4	$69.3M	Buy	1,100,745 +128,615	+13%	+$7.96M	0.39%	52
2014 Q3	$58.2M	Buy	972,130 +43,671	+5%	+$2.65M	0.34%	57
2014 Q2	$56.6M	Buy	928,459 +36,849	+4%	+$2.14M	0.36%	58
2014 Q1	$48.2M	Buy	891,610 +742,150	+497%	+$37.3M	0.32%	68
2013 Q4	$7.57M	Buy	149,460 +63,400	+74%	+$3.16M	0.05%	197
2013 Q3	$3.85M	Buy	86,060 +63,360	+279%	+$2.79M	0.03%	254
2013 Q2	$984K	Buy	+22,700	New	+$971K	0.01%	409

Other funds holding LO

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

First Manhattan's LO Position: Q2 2015 in Review

First Manhattan sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 1,116,610 shares — an estimated $73M sold.

First Manhattan first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $73M in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

First Manhattan reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
First Manhattan sold 1,116,610 LORILLARD INC COM STK shares in Q2 2015, an estimated $73M.
First Manhattan first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
First Manhattan's LORILLARD INC COM STK position peaked at $73M in Q1 2015.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on First Manhattan's 13F filing for Q2 2015, filed 17 Jul 2015.