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Bourgeon Capital Management’s ORIX IX Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-65
Closed -$1.22K – 235
2023
Q4 		$1.22K Buy
65
+25
+63% +$455 ﹤0.01% 325
2023
Q3 		$752 Buy
+40
New +$747 ﹤0.01% 325
2020
Q4 		– Sell
-80
Closed -$1K – 294
2020
Q3 		$1K Buy
+80
New +$984 ﹤0.01% 279

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Bourgeon Capital Management's IX Position: Q1 2024 in Review

Bourgeon Capital Management sold out of ORIX (IX) in Q1 2024, closing a stake of 65 shares — an estimated $1.22K sold.

Bourgeon Capital Management first reported a position in IX in Q3 2020 and held it in 3 quarters. The position peaked at $1.22K in Q4 2023. 159 funds tracked by Wall St. Rank hold IX as of Q1 2024.

  • Bourgeon Capital Management reported no remaining ORIX position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 65 ORIX shares in Q1 2024, an estimated $1.22K.
  • Bourgeon Capital Management first reported a position in ORIX in Q3 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's ORIX position peaked at $1.22K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held ORIX as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.