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Arlington Partners’s ORIX IX Stock Holding History

Arlington Partners’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-660
Closed -$9K – 421
2022
Q3 		$9K Hold
660
– – ﹤0.01% 311
2022
Q2 		$11K Hold
660
– – ﹤0.01% 372
2022
Q1 		$13K Sell
660
-235
-26% -$4.8K ﹤0.01% 361
2021
Q4 		$18K Buy
+895
New +$17.8K ﹤0.01% 396

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arlington Partners's IX Position: Q4 2022 in Review

Arlington Partners sold out of ORIX (IX) in Q4 2022, closing a stake of 660 shares — an estimated $9K sold.

Arlington Partners first reported a position in IX in Q4 2021 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 126 funds tracked by Wall St. Rank hold IX as of Q4 2022.

  • Arlington Partners reported no remaining ORIX position as of Q4 2022 after selling out during the quarter.
  • Arlington Partners sold 660 ORIX shares in Q4 2022, an estimated $9K.
  • Arlington Partners first reported a position in ORIX in Q4 2021 and held it in 4 quarters.
  • Arlington Partners's ORIX position peaked at $18K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held ORIX as of Q4 2022.

Based on Arlington Partners's 13F filing for Q4 2022, filed 19 Jan 2023.