Jim Simons
LO

Jim Simons’s LORILLARD INC COM STK LO Stock Holding History

Jim Simons’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
Q1 		– Sell
-352,516
Closed -$22.2M – 3495
2014
Q4 		$22.2M Buy
352,516
+218,400
+163% +$13.5M 0.05% 452
2014
Q3 		$8.04M Buy
134,116
+56,116
+72% +$3.4M 0.02% 898
2014
Q2 		$4.76M Buy
+78,000
New +$4.54M 0.01% 1235
2014
Q1 		– Sell
-503,700
Closed -$25.5M – 3195
2013
Q4 		$25.5M Sell
503,700
-1,184,100
-70% -$59M 0.06% 383
2013
Q3 		$75.6M Sell
1,687,800
-2,041,500
-55% -$89.9M 0.18% 104
2013
Q2 		$163M Buy
+3,729,300
New +$160M 0.43% 32

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

Jim Simons's LO Position: Q1 2015 in Review

Jim Simons sold out of LORILLARD INC COM STK (LO) in Q1 2015, closing a stake of 352,516 shares — an estimated $22.2M sold.

Jim Simons first reported a position in LO in Q2 2013 and held it in 6 quarters. The position peaked at $163M in Q2 2013. 613 funds tracked by Wall St. Rank hold LO as of Q1 2015.

  • Jim Simons reported no remaining LORILLARD INC COM STK position as of Q1 2015 after selling out during the quarter.
  • Jim Simons sold 352,516 LORILLARD INC COM STK shares in Q1 2015, an estimated $22.2M.
  • Jim Simons first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 6 quarters.
  • Jim Simons's LORILLARD INC COM STK position peaked at $163M in Q2 2013.
  • 613 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2015.

Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.