Kerrisdale Advisers’s Stewart Information Services STC Stock Holding History

Kerrisdale Advisers’s Portfolio STC Stock Details STC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-228,270	Closed	-$9.45M	–	36
2016 Q2	$9.45M	Buy	228,270 +142,387	+166%	+$5.24M	2.56%	14
2016 Q1	$3.12M	Buy	+85,883	New	+$2.91M	0.53%	34
2014 Q4	–	Sell	-339,030	Closed	-$9.95M	–	44
2014 Q3	$9.95M	Buy	339,030 +86,118	+34%	+$2.68M	5.14%	5
2014 Q2	$7.84M	Buy	252,912 +119,787	+90%	+$3.83M	3.74%	9
2014 Q1	$4.68M	Buy	133,125 +64,456	+94%	+$2.21M	2.3%	16
2013 Q4	$2.22M	Buy	68,669 +13,087	+24%	+$405K	0.98%	28
2013 Q3	$1.78M	Buy	+55,582	New	+$1.7M	0.83%	33

Other funds holding STC

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

BFA

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

FAM

Foundation Asset Management White Plains, New York $116M AUM 31.02% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kerrisdale Advisers's STC Position: Q3 2016 in Review

Kerrisdale Advisers sold out of Stewart Information Services (STC) in Q3 2016, closing a stake of 228,270 shares — an estimated $9.45M sold.

Kerrisdale Advisers first reported a position in STC in Q3 2013 and held it in 7 quarters. The position peaked at $9.95M in Q3 2014. 154 funds tracked by Wall St. Rank hold STC as of Q3 2016.

Kerrisdale Advisers reported no remaining Stewart Information Services position as of Q3 2016 after selling out during the quarter.
Kerrisdale Advisers sold 228,270 Stewart Information Services shares in Q3 2016, an estimated $9.45M.
Kerrisdale Advisers first reported a position in Stewart Information Services in Q3 2013 and held it in 7 quarters.
Kerrisdale Advisers's Stewart Information Services position peaked at $9.95M in Q3 2014.
154 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2016.

Based on Kerrisdale Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.