Farmers & Merchants Investments Inc’s ORIX IX Stock Holding History

Farmers & Merchants Investments Inc’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
2024 Q4	–	Sell	-740	Closed	-$17.2K	–	1800
2024 Q3	$17.2K	Hold	740	–	–	﹤0.01%	603
2024 Q2	$16.5K	Hold	740	–	–	﹤0.01%	595
2024 Q1	$16.3K	Hold	740	–	–	﹤0.01%	560
2023 Q4	$13.8K	Hold	740	–	–	﹤0.01%	571
2023 Q3	$13.9K	Hold	740	–	–	﹤0.01%	561
2023 Q2	$13.5K	Hold	740	–	–	﹤0.01%	580
2023 Q1	$12.1K	Sell	740 -265	-26%	-$4.54K	﹤0.01%	592
2022 Q4	$16.2K	Sell	1,005 -70	-7%	-$1.06K	﹤0.01%	566
2022 Q3	$15K	Sell	1,075 -1,075	-50%	-$17.6K	﹤0.01%	566
2022 Q2	$36K	Hold	2,150	–	–	﹤0.01%	465
2022 Q1	$43K	Buy	2,150 +1,100	+105%	+$22.5K	﹤0.01%	444
2021 Q4	$21K	Buy	1,050 +80	+8%	+$1.59K	﹤0.01%	582
2021 Q3	$18K	Buy	970 +540	+126%	+$9.94K	﹤0.01%	573
2021 Q2	$7K	Sell	430 -250	-37%	-$4.27K	﹤0.01%	730
2021 Q1	$12K	Hold	680	–	–	﹤0.01%	565
2020 Q4	$11K	Hold	680	–	–	﹤0.01%	573
2020 Q3	$9K	Buy	680 +35	+5%	+$430	﹤0.01%	573
2020 Q2	$8K	Hold	645	–	–	﹤0.01%	595
2020 Q1	$8K	Hold	645	–	–	﹤0.01%	550
2019 Q4	$11K	Hold	645	–	–	﹤0.01%	545
2019 Q3	$10K	Hold	645	–	–	﹤0.01%	548
2019 Q2	$10K	Hold	645	–	–	﹤0.01%	544
2019 Q1	$9K	Sell	645 -135	-17%	-$1.99K	﹤0.01%	557
2018 Q4	$11K	Hold	780	–	–	﹤0.01%	477
2018 Q3	$13K	Hold	780	–	–	﹤0.01%	490
2018 Q2	$12K	Hold	780	–	–	﹤0.01%	512
2018 Q1	$14K	Hold	780	–	–	﹤0.01%	473
2017 Q4	$13K	Hold	780	–	–	﹤0.01%	487
2017 Q3	$13K	Hold	780	–	–	﹤0.01%	477
2017 Q2	$12K	Hold	780	–	–	﹤0.01%	502
2017 Q1	$12K	Sell	780 -25	-3%	-$388	﹤0.01%	462
2016 Q4	$13K	Sell	805 -35	-4%	-$537	﹤0.01%	479
2016 Q3	$12K	Buy	840 +110	+15%	+$1.55K	﹤0.01%	443
2016 Q2	$9K	Hold	730	–	–	﹤0.01%	460
2016 Q1	$10K	Buy	730 +30	+4%	+$408	﹤0.01%	458
2015 Q4	$10K	Buy	700 +115	+20%	+$1.67K	﹤0.01%	476
2015 Q3	$8K	Hold	585	–	–	﹤0.01%	517
2015 Q2	$9K	Sell	585 -5	-0.8%	-$77	﹤0.01%	526
2015 Q1	$8K	Hold	590	–	–	﹤0.01%	555
2014 Q4	$7K	Sell	590 -150	-20%	-$1.96K	﹤0.01%	557
2014 Q3	$10K	Hold	740	–	–	﹤0.01%	503
2014 Q2	$12K	Hold	740	–	–	﹤0.01%	468
2014 Q1	$10K	Hold	740	–	–	﹤0.01%	493
2013 Q4	$13K	Hold	740	–	–	﹤0.01%	458
2013 Q3	$12K	Sell	740 -1,010	-58%	-$15K	﹤0.01%	441
2013 Q2	$24K	Buy	+1,750	New	+$24.7K	﹤0.01%	363

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Farmers & Merchants Investments Inc's IX Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of ORIX (IX) in Q4 2024, closing a stake of 740 shares — an estimated $17.2K sold.

Farmers & Merchants Investments Inc first reported a position in IX in Q2 2013 and held it in 46 quarters. The position peaked at $43K in Q1 2022. 190 funds tracked by Wall St. Rank hold IX as of Q4 2024.

Farmers & Merchants Investments Inc reported no remaining ORIX position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 740 ORIX shares in Q4 2024, an estimated $17.2K.
Farmers & Merchants Investments Inc first reported a position in ORIX in Q2 2013 and held it in 46 quarters.
Farmers & Merchants Investments Inc's ORIX position peaked at $43K in Q1 2022.
190 funds tracked by Wall St. Rank held ORIX as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.