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ClariVest Asset Management’s ORIX IX Stock Holding History

ClariVest Asset 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
Q3 		$439 Hold
20
– – ﹤0.01% 799
2024
Q2 		$439 Hold
20
– – ﹤0.01% 799
2024
Q1 		$441 Hold
20
– – ﹤0.01% 805
2023
Q4 		$373 Buy
+20
New +$364 ﹤0.01% 851

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

ClariVest Asset Management's IX Position: Q3 2024 in Review

ClariVest Asset Management held its ORIX (IX) position steady in Q3 2024 at 20 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #799.

ClariVest Asset Management first reported a position in IX in Q4 2023 and has held it in 4 quarters since. The position peaked at $441 in Q1 2024. 175 funds tracked by Wall St. Rank hold IX as of Q3 2024.

  • ClariVest Asset Management held 20 shares of ORIX worth $439 as of Q3 2024.
  • ClariVest Asset Management left its ORIX share count unchanged in Q3 2024.
  • ORIX made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #799 holding.
  • ClariVest Asset Management first reported a position in ORIX in Q4 2023 and has held it in 4 quarters since.
  • ClariVest Asset Management's ORIX position peaked at $441 in Q1 2024.
  • 175 funds tracked by Wall St. Rank held ORIX as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.