Schwartz Investment Counsel’s Oritani Financial Corp. New ORIT Stock Holding History

Schwartz Investment Counsel’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
2014 Q4	–	Sell	-30,000	Closed	-$423K	–	180
2014 Q3	$423K	Hold	30,000	–	–	0.03%	150
2014 Q2	$462K	Hold	30,000	–	–	0.03%	155
2014 Q1	$474K	Hold	30,000	–	–	0.04%	159
2013 Q4	$482K	Hold	30,000	–	–	0.04%	171
2013 Q3	$494K	Hold	30,000	–	–	0.04%	174
2013 Q2	$470K	Buy	+30,000	New	+$459K	0.05%	168

Other funds holding ORIT

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

BFA

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

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

BIT

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schwartz Investment Counsel's ORIT Position: Q4 2014 in Review

Schwartz Investment Counsel sold out of Oritani Financial Corp. New (ORIT) in Q4 2014, closing a stake of 30,000 shares — an estimated $423K sold.

Schwartz Investment Counsel first reported a position in ORIT in Q2 2013 and held it in 6 quarters. The position peaked at $494K in Q3 2013. 131 funds tracked by Wall St. Rank hold ORIT as of Q4 2014.

Schwartz Investment Counsel reported no remaining Oritani Financial Corp. New position as of Q4 2014 after selling out during the quarter.
Schwartz Investment Counsel sold 30,000 Oritani Financial Corp. New shares in Q4 2014, an estimated $423K.
Schwartz Investment Counsel first reported a position in Oritani Financial Corp. New in Q2 2013 and held it in 6 quarters.
Schwartz Investment Counsel's Oritani Financial Corp. New position peaked at $494K in Q3 2013.
131 funds tracked by Wall St. Rank held Oritani Financial Corp. New as of Q4 2014.

Based on Schwartz Investment Counsel's 13F filing for Q4 2014, filed 10 Feb 2015.