WCM
LO

Winton Capital Management’s LORILLARD INC COM STK LO Stock Holding History

Winton Capital Management’s Portfolio LO Stock Details LO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$59M Buy
1,090,298
+212,780
+24% +$10.7M 0.41% 70
2013
Q4 		$44.5M Buy
877,518
+104,357
+13% +$5.2M 0.4% 70
2013
Q3 		$34.6M Buy
773,161
+108,107
+16% +$4.76M 0.42% 70
2013
Q2 		$29.1M Buy
+665,054
New +$28.4M 0.35% 107

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Winton Capital Management's LO Position: Q1 2014 in Review

Winton Capital Management increased its LORILLARD INC COM STK (LO) stake by 24% in Q1 2014, buying an estimated $10.7M and bringing the position to 1,090,298 shares worth $59M. The position accounts for 0.41% of the portfolio, ranked #70.

Winton Capital Management first reported a position in LO in Q2 2013 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold LO as of Q1 2014.

  • Winton Capital Management held 1,090,298 shares of LORILLARD INC COM STK worth $59M as of Q1 2014.
  • Winton Capital Management bought 212,780 LORILLARD INC COM STK shares in Q1 2014, an estimated $10.7M.
  • LORILLARD INC COM STK made up 0.41% of Winton Capital Management's portfolio in Q1 2014, its #70 holding.
  • Winton Capital Management first reported a position in LORILLARD INC COM STK in Q2 2013 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.