ETI
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Enterprise Trust & Investment’s ORIX IX Stock Holding History

Enterprise Trust & Investment’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
2022
Q2 		$5K Buy
+310
New +$5.63K ﹤0.01% 275

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Enterprise Trust & Investment's IX Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in ORIX (IX) in Q2 2022: 310 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings.

138 funds tracked by Wall St. Rank hold IX as of Q2 2022.

  • Enterprise Trust & Investment held 310 shares of ORIX worth $5K as of Q2 2022.
  • ORIX was a new Enterprise Trust & Investment position in Q2 2022.
  • ORIX made up ﹤0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #275 holding.
  • 138 funds tracked by Wall St. Rank held ORIX as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.