DIM
IX icon

DC Investments Management’s ORIX IX Stock Holding History

DC Investments 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
2020
Q2 		– Sell
-20,760
Closed -$245K – 339
2020
Q1 		$245K Buy
+20,760
New +$328K 0.2% 196
2019
Q3 		– Sell
-14,480
Closed -$217K – 327
2019
Q2 		$217K Buy
+14,480
New +$207K 0.12% 308

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DC Investments Management's IX Position: Q2 2020 in Review

DC Investments Management sold out of ORIX (IX) in Q2 2020, closing a stake of 20,760 shares — an estimated $245K sold.

DC Investments Management first reported a position in IX in Q2 2019 and held it in 2 quarters. The position peaked at $245K in Q1 2020. 114 funds tracked by Wall St. Rank hold IX as of Q2 2020.

  • DC Investments Management reported no remaining ORIX position as of Q2 2020 after selling out during the quarter.
  • DC Investments Management sold 20,760 ORIX shares in Q2 2020, an estimated $245K.
  • DC Investments Management first reported a position in ORIX in Q2 2019 and held it in 2 quarters.
  • DC Investments Management's ORIX position peaked at $245K in Q1 2020.
  • 114 funds tracked by Wall St. Rank held ORIX as of Q2 2020.

Based on DC Investments Management's 13F filing for Q2 2020, filed 3 Aug 2020.