Legal & General Group
ORM

Legal & General Group’s Owens Realty Mortgage, Inc. ORM Stock Holding History

Legal & General Group’s Portfolio ORM Stock Details ORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,952
Closed -$28K – 3434
2018
Q1 		$28K Sell
1,952
-1,037
-35% -$14.9K ﹤0.01% 3023
2017
Q4 		$48K Buy
2,989
+573
+24% +$9.77K ﹤0.01% 2883
2017
Q3 		$44K Hold
2,416
– – ﹤0.01% 2955
2017
Q2 		$41K Hold
2,416
– – ﹤0.01% 2965
2017
Q1 		$43K Buy
2,416
+615
+34% +$10.6K ﹤0.01% 2901
2016
Q4 		$34K Buy
1,801
+1,271
+240% +$22.9K ﹤0.01% 2984
2016
Q3 		$9K Hold
530
– – ﹤0.01% 2852
2016
Q2 		$9K Buy
+530
New +$8.65K ﹤0.01% 2888

Other funds holding ORM

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sorin Capital Management Stamford, Connecticut $202M AUM 2.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Legal & General Group's ORM Position: Q2 2018 in Review

Legal & General Group sold out of Owens Realty Mortgage, Inc. (ORM) in Q2 2018, closing a stake of 1,952 shares — an estimated $28K sold.

Legal & General Group first reported a position in ORM in Q2 2016 and held it in 8 quarters. The position peaked at $48K in Q4 2017. 40 funds tracked by Wall St. Rank hold ORM as of Q2 2018.

  • Legal & General Group reported no remaining Owens Realty Mortgage, Inc. position as of Q2 2018 after selling out during the quarter.
  • Legal & General Group sold 1,952 Owens Realty Mortgage, Inc. shares in Q2 2018, an estimated $28K.
  • Legal & General Group first reported a position in Owens Realty Mortgage, Inc. in Q2 2016 and held it in 8 quarters.
  • Legal & General Group's Owens Realty Mortgage, Inc. position peaked at $48K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Owens Realty Mortgage, Inc. as of Q2 2018.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.