Berman Capital Advisors’s ORIX IX Stock Holding History

Berman Capital Advisors’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
2021 Q3	$16K	Buy	885 +55	+7%	+$1.01K	﹤0.01%	1050
2021 Q2	$14K	Buy	830 +5	+0.6%	+$85	﹤0.01%	1026
2021 Q1	$14K	Buy	825 +50	+6%	+$855	﹤0.01%	918
2020 Q4	$12K	Sell	775 -30	-4%	-$423	﹤0.01%	847
2020 Q3	$10K	Sell	805 -390	-33%	-$4.79K	﹤0.01%	790
2020 Q2	$13K	Buy	1,195 +550	+85%	+$6.76K	﹤0.01%	671
2020 Q1	$7K	Sell	645 -375	-37%	-$5.92K	﹤0.01%	775
2019 Q4	$16K	Buy	1,020 +15	+1%	+$241	﹤0.01%	594
2019 Q3	$15K	Hold	1,005	–	–	﹤0.01%	589
2019 Q2	$15K	Buy	1,005 +450	+81%	+$6.44K	﹤0.01%	595
2019 Q1	$7K	Buy	555 +110	+25%	+$1.62K	﹤0.01%	769
2018 Q4	$6K	Buy	+445	New	+$6.97K	﹤0.01%	627

Other funds holding IX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's IX Position: Q3 2021 in Review

Berman Capital Advisors increased its ORIX (IX) stake by 6.6% in Q3 2021, buying an estimated $1.01K and bringing the position to 885 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Berman Capital Advisors first reported a position in IX in Q4 2018 and has held it in 12 quarters since. 134 funds tracked by Wall St. Rank hold IX as of Q3 2021.

Berman Capital Advisors held 885 shares of ORIX worth $16K as of Q3 2021.
Berman Capital Advisors bought 55 ORIX shares in Q3 2021, an estimated $1.01K.
ORIX made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1050 holding.
Berman Capital Advisors first reported a position in ORIX in Q4 2018 and has held it in 12 quarters since.
134 funds tracked by Wall St. Rank held ORIX as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.