ORI
ARG

Oak Ridge Investments’s Airgas Inc ARG Stock Holding History

Oak Ridge Investments’s Portfolio ARG Stock Details ARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-29,026
Closed -$3.25M – 147
2013
Q4 		$3.25M Buy
29,026
+678
+2% +$73.9K 0.09% 121
2013
Q3 		$3.01M Buy
28,348
+571
+2% +$58.7K 0.08% 116
2013
Q2 		$2.65M Buy
+27,777
New +$2.73M 0.08% 120

Other funds holding ARG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Oak Ridge Investments's ARG Position: Q1 2014 in Review

Oak Ridge Investments sold out of Airgas Inc (ARG) in Q1 2014, closing a stake of 29,026 shares — an estimated $3.25M sold.

Oak Ridge Investments first reported a position in ARG in Q2 2013 and held it in 3 quarters. The position peaked at $3.25M in Q4 2013. 362 funds tracked by Wall St. Rank hold ARG as of Q1 2014.

  • Oak Ridge Investments reported no remaining Airgas Inc position as of Q1 2014 after selling out during the quarter.
  • Oak Ridge Investments sold 29,026 Airgas Inc shares in Q1 2014, an estimated $3.25M.
  • Oak Ridge Investments first reported a position in Airgas Inc in Q2 2013 and held it in 3 quarters.
  • Oak Ridge Investments's Airgas Inc position peaked at $3.25M in Q4 2013.
  • 362 funds tracked by Wall St. Rank held Airgas Inc as of Q1 2014.

Based on Oak Ridge Investments's 13F filing for Q1 2014, filed 5 May 2014.