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Stilwell Joseph’s Lake Shore Bancorp LSBK Stock Holding History

Stilwell Joseph’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.97M Buy
145,495
+66,055
+83% +$864K 1.13% 26
2014
Q3 		$1M Buy
79,440
+3,856
+5% +$47.7K 0.65% 31
2014
Q2 		$941K Buy
75,584
+1,674
+2% +$20.6K 0.57% 35
2014
Q1 		$916K Buy
73,910
+3,662
+5% +$45.2K 0.57% 36
2013
Q4 		$861K Buy
70,248
+29,448
+72% +$351K 0.52% 37
2013
Q3 		$466K Buy
40,800
+16,700
+69% +$194K 0.27% 41
2013
Q2 		$282K Buy
+24,100
New +$280K 0.16% 53

Other funds holding LSBK

APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stilwell Joseph's LSBK Position: Q4 2014 in Review

Stilwell Joseph increased its Lake Shore Bancorp (LSBK) stake by 83% in Q4 2014, buying an estimated $864K and bringing the position to 145,495 shares worth $1.97M. The position accounts for 1.13% of the portfolio, ranked #26.

Stilwell Joseph first reported a position in LSBK in Q2 2013 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold LSBK as of Q4 2014.

  • Stilwell Joseph held 145,495 shares of Lake Shore Bancorp worth $1.97M as of Q4 2014.
  • Stilwell Joseph bought 66,055 Lake Shore Bancorp shares in Q4 2014, an estimated $864K.
  • Lake Shore Bancorp made up 1.13% of Stilwell Joseph's portfolio in Q4 2014, its #26 holding.
  • Stilwell Joseph first reported a position in Lake Shore Bancorp in Q2 2013 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q4 2014.

Based on Stilwell Joseph's 13F filing for Q4 2014, filed 26 Jan 2015.