Convergence Investment Partners’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-495
Closed -$9K 603
2018
Q1
$9K Buy
+495
New +$8.96K ﹤0.01% 716

Other funds holding IX

Convergence Investment Partners's IX Position: Q2 2018 in Review

Convergence Investment Partners sold out of ORIX (IX) in Q2 2018, closing a stake of 495 shares — an estimated $9K sold.

Convergence Investment Partners first reported a position in IX in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 145 funds tracked by Wall St. Rank hold IX as of Q2 2018.

  • Convergence Investment Partners reported no remaining ORIX position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 495 ORIX shares in Q2 2018, an estimated $9K.
  • Convergence Investment Partners first reported a position in ORIX in Q1 2018 and held it in 1 quarter.
  • Convergence Investment Partners's ORIX position peaked at $9K in Q1 2018.
  • 145 funds tracked by Wall St. Rank held ORIX as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.