LWM
ORIT

Lyell Wealth Management’s Oritani Financial Corp. New ORIT Stock Holding History

Lyell Wealth Management’s Portfolio ORIT Stock Details ORIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,480
Closed -$179K – 122
2018
Q3 		$179K Hold
11,480
– – 0.06% 116
2018
Q2 		$186K Buy
+11,480
New +$181K 0.07% 107

Other funds holding ORIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Lyell Wealth Management's ORIT Position: Q4 2018 in Review

Lyell Wealth Management sold out of Oritani Financial Corp. New (ORIT) in Q4 2018, closing a stake of 11,480 shares — an estimated $179K sold.

Lyell Wealth Management first reported a position in ORIT in Q2 2018 and held it in 2 quarters. The position peaked at $186K in Q2 2018. 131 funds tracked by Wall St. Rank hold ORIT as of Q4 2018.

  • Lyell Wealth Management reported no remaining Oritani Financial Corp. New position as of Q4 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 11,480 Oritani Financial Corp. New shares in Q4 2018, an estimated $179K.
  • Lyell Wealth Management first reported a position in Oritani Financial Corp. New in Q2 2018 and held it in 2 quarters.
  • Lyell Wealth Management's Oritani Financial Corp. New position peaked at $186K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held Oritani Financial Corp. New as of Q4 2018.

Based on Lyell Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.