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Boston Advisors’s ORIX IX Stock Holding History

Boston 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
2019
Q3 		– Sell
-32,425
Closed -$486K – 611
2019
Q2 		$486K Hold
32,425
– – 0.03% 486
2019
Q1 		$466K Hold
32,425
– – 0.02% 482
2018
Q4 		$464K Sell
32,425
-5,705
-15% -$89.4K 0.03% 470
2018
Q3 		$618K Buy
38,130
+2,420
+7% +$39K 0.03% 454
2018
Q2 		$564K Buy
35,710
+510
+1% +$8.81K 0.01% 468
2018
Q1 		$633K Buy
35,200
+5,175
+17% +$93.6K 0.02% 452
2017
Q4 		$509K Buy
30,025
+825
+3% +$14K 0.01% 490
2017
Q3 		$473K Hold
29,200
– – 0.01% 503
2017
Q2 		$455K Hold
29,200
– – 0.01% 510
2017
Q1 		$434K Buy
29,200
+7,200
+33% +$112K 0.01% 497
2016
Q4 		$342K Buy
+22,000
New +$338K 0.01% 544

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Boston Advisors's IX Position: Q3 2019 in Review

Boston Advisors sold out of ORIX (IX) in Q3 2019, closing a stake of 32,425 shares — an estimated $486K sold.

Boston Advisors first reported a position in IX in Q4 2016 and held it in 11 quarters. The position peaked at $633K in Q1 2018. 110 funds tracked by Wall St. Rank hold IX as of Q3 2019.

  • Boston Advisors reported no remaining ORIX position as of Q3 2019 after selling out during the quarter.
  • Boston Advisors sold 32,425 ORIX shares in Q3 2019, an estimated $486K.
  • Boston Advisors first reported a position in ORIX in Q4 2016 and held it in 11 quarters.
  • Boston Advisors's ORIX position peaked at $633K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held ORIX as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.