U
ORIT

UBS’s Oritani Financial Corp. New ORIT Stock Holding History

UBS’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
Q3 		$443K Buy
31,422
+1,744
+6% +$25.9K ﹤0.01% 4403
2014
Q2 		$457K Buy
29,678
+1,352
+5% +$20.5K ﹤0.01% 4309
2014
Q1 		$448K Buy
28,326
+208
+0.7% +$3.25K ﹤0.01% 4353
2013
Q4 		$452K Buy
28,118
+1,827
+7% +$29.5K ﹤0.01% 4455
2013
Q3 		$433K Buy
26,291
+4,658
+22% +$75.2K ﹤0.01% 4299
2013
Q2 		$339K Buy
+21,633
New +$331K ﹤0.01% 4510

Other funds holding ORIT

Vanguard Group
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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS's ORIT Position: Q3 2014 in Review

UBS increased its Oritani Financial Corp. New (ORIT) stake by 5.9% in Q3 2014, buying an estimated $25.9K and bringing the position to 31,422 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #4403.

UBS first reported a position in ORIT in Q2 2013 and has held it in 6 quarters since. The position peaked at $457K in Q2 2014. 129 funds tracked by Wall St. Rank hold ORIT as of Q3 2014.

  • UBS held 31,422 shares of Oritani Financial Corp. New worth $443K as of Q3 2014.
  • UBS bought 1,744 Oritani Financial Corp. New shares in Q3 2014, an estimated $25.9K.
  • Oritani Financial Corp. New made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4403 holding.
  • UBS first reported a position in Oritani Financial Corp. New in Q2 2013 and has held it in 6 quarters since.
  • UBS's Oritani Financial Corp. New position peaked at $457K in Q2 2014.
  • 129 funds tracked by Wall St. Rank held Oritani Financial Corp. New as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.