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Deere & Company’s ORIX IX Stock Holding History

Deere & Company’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
2016
Q4 		– Sell
-16,290
Closed -$242K – 380
2016
Q3 		$242K Buy
+16,290
New +$230K 0.01% 924
2016
Q2 		– Sell
-22,145
Closed -$316K – 1073
2016
Q1 		$316K Hold
22,145
– – 0.02% 771
2015
Q4 		$311K Hold
22,145
– – 0.02% 705
2015
Q3 		$288K Buy
+22,145
New +$307K 0.02% 745
2015
Q1 		– Sell
-18,835
Closed -$236K – 1010
2014
Q4 		$236K Buy
+18,835
New +$246K 0.01% 807
2014
Q2 		– Sell
-20,340
Closed -$287K – 985
2014
Q1 		$287K Buy
20,340
+8,765
+76% +$134K 0.02% 729
2013
Q4 		$206K Sell
11,575
-9,220
-44% -$158K 0.01% 916
2013
Q3 		$340K Buy
20,795
+4,675
+29% +$69.5K 0.02% 744
2013
Q2 		$220K Buy
+16,120
New +$228K 0.01% 814

Other funds holding IX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deere & Company's IX Position: Q4 2016 in Review

Deere & Company sold out of ORIX (IX) in Q4 2016, closing a stake of 16,290 shares — an estimated $242K sold.

Deere & Company first reported a position in IX in Q2 2013 and held it in 9 quarters. The position peaked at $340K in Q3 2013. 136 funds tracked by Wall St. Rank hold IX as of Q4 2016.

  • Deere & Company reported no remaining ORIX position as of Q4 2016 after selling out during the quarter.
  • Deere & Company sold 16,290 ORIX shares in Q4 2016, an estimated $242K.
  • Deere & Company first reported a position in ORIX in Q2 2013 and held it in 9 quarters.
  • Deere & Company's ORIX position peaked at $340K in Q3 2013.
  • 136 funds tracked by Wall St. Rank held ORIX as of Q4 2016.

Based on Deere & Company's 13F filing for Q4 2016, filed 13 Feb 2017.