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Copeland Capital Management’s ORIX IX Stock Holding History

Copeland 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
2019
Q4 		– Sell
-140
Closed -$2K – 308
2019
Q3 		$2K Hold
140
– – ﹤0.01% 243
2019
Q2 		$2K Buy
+140
New +$2K ﹤0.01% 245

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Copeland Capital Management's IX Position: Q4 2019 in Review

Copeland Capital Management sold out of ORIX (IX) in Q4 2019, closing a stake of 140 shares — an estimated $2K sold.

Copeland Capital Management first reported a position in IX in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 120 funds tracked by Wall St. Rank hold IX as of Q4 2019.

  • Copeland Capital Management reported no remaining ORIX position as of Q4 2019 after selling out during the quarter.
  • Copeland Capital Management sold 140 ORIX shares in Q4 2019, an estimated $2K.
  • Copeland Capital Management first reported a position in ORIX in Q2 2019 and held it in 2 quarters.
  • Copeland Capital Management's ORIX position peaked at $2K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held ORIX as of Q4 2019.

Based on Copeland Capital Management's 13F filing for Q4 2019, filed 3 Feb 2020.