Aperio Group’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $30M | Buy |
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|
2020
Q3 | $22.4M | Buy |
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|
2020
Q2 | $21.6M | Sell |
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|
2020
Q1 | $22.9M | Sell |
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|
2019
Q4 | $35.4M | Buy |
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|
2019
Q3 | $31.9M | Buy |
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|
2019
Q2 | $27.7M | Buy |
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|
2019
Q1 | $19.6M | Sell |
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|
2018
Q4 | $21M | Buy |
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|
2018
Q3 | $23.2M | Buy |
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|
2018
Q2 | $22.4M | Buy |
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|
2018
Q1 | $24M | Buy |
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|
2017
Q4 | $20.6M | Buy |
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|
2017
Q3 | $17.9M | Buy |
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|
2017
Q2 | $15.9M | Buy |
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|
2017
Q1 | $12.3M | Buy |
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|
2016
Q4 | $11.6M | Sell |
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|
2016
Q3 | $11.6M | Buy |
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|
2016
Q2 | $9.93M | Sell |
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|
2016
Q1 | $12.6M | Buy |
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|
2015
Q4 | $11.1M | Buy |
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|
2015
Q3 | $8.18M | Buy |
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|
2015
Q2 | $8.91M | Buy |
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|
2015
Q1 | $7.1M | Buy |
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|
2014
Q4 | $5.35M | Sell |
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|
2014
Q3 | $6.02M | Buy |
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|
2014
Q2 | $7.17M | Buy |
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|
2014
Q1 | $5.27M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5.29M | Buy |
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|
2013
Q2 | $4.08M | Buy |
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