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BlackRock Investment Management’s ORIX IX Stock Holding History

BlackRock Investment Management’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
2015
Q4 		– Sell
-1,170
Closed -$15K – 4128
2015
Q3 		$15K Hold
1,170
– – ﹤0.01% 3533
2015
Q2 		$17K Sell
1,170
-990
-46% -$15.3K ﹤0.01% 3502
2015
Q1 		$30K Hold
2,160
– – ﹤0.01% 3374
2014
Q4 		$27K Sell
2,160
-1,415
-40% -$18.5K ﹤0.01% 3406
2014
Q3 		$49K Hold
3,575
– – ﹤0.01% 3326
2014
Q2 		$59K Buy
+3,575
New +$54.5K ﹤0.01% 3299

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

BlackRock Investment Management's IX Position: Q4 2015 in Review

BlackRock Investment Management sold out of ORIX (IX) in Q4 2015, closing a stake of 1,170 shares — an estimated $15K sold.

BlackRock Investment Management first reported a position in IX in Q2 2014 and held it in 6 quarters. The position peaked at $59K in Q2 2014. 98 funds tracked by Wall St. Rank hold IX as of Q4 2015.

  • BlackRock Investment Management reported no remaining ORIX position as of Q4 2015 after selling out during the quarter.
  • BlackRock Investment Management sold 1,170 ORIX shares in Q4 2015, an estimated $15K.
  • BlackRock Investment Management first reported a position in ORIX in Q2 2014 and held it in 6 quarters.
  • BlackRock Investment Management's ORIX position peaked at $59K in Q2 2014.
  • 98 funds tracked by Wall St. Rank held ORIX as of Q4 2015.

Based on BlackRock Investment Management's 13F filing for Q4 2015, filed 11 Feb 2016.