LSV Asset Management
ORM

LSV Asset Management’s Owens Realty Mortgage, Inc. ORM Stock Holding History

LSV Asset Management’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
2017
Q3 		– Sell
-4,911
Closed -$83K – 1020
2017
Q2 		$83K Sell
4,911
-37,787
-88% -$649K ﹤0.01% 980
2017
Q1 		$760K Sell
42,698
-800
-2% -$13.8K ﹤0.01% 827
2016
Q4 		$805K Buy
43,498
+4,300
+11% +$77.5K ﹤0.01% 827
2016
Q3 		$678K Hold
39,198
– – ﹤0.01% 823
2016
Q2 		$652K Sell
39,198
-1,400
-3% -$22.9K ﹤0.01% 835
2016
Q1 		$648K Buy
40,598
+21,998
+118% +$318K ﹤0.01% 798
2015
Q4 		$249K Buy
+18,600
New +$257K ﹤0.01% 882

Other funds holding ORM

FCH
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NCM
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BlackRock
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Vanguard Group
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SCM
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State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return