Financial Gravity Asset Management’s ORIX IX Stock Holding History

Financial Gravity Asset 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	$83K	Sell	5 -15	-75%	-$241	0.06%	409
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1377
2019 Q2	$0	Sell	20 -5	-20%	-$72	﹤0.01%	1448
2019 Q1	$0	Buy	+25	New	+$369	﹤0.01%	1429
2018 Q3	$41K	Buy	2,545 +10	+0.4%	+$161	0.04%	374
2018 Q2	$40K	Buy	2,535 +415	+20%	+$7.17K	0.04%	379
2018 Q1	$38K	Buy	+2,120	New	+$38.4K	0.04%	400

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TAM

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's IX Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its ORIX (IX) stake by 75% in Q4 2019, selling an estimated $241 and leaving 5 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #409.

Financial Gravity Asset Management first reported a position in IX in Q1 2018 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold IX as of Q4 2019.

Financial Gravity Asset Management held 5 shares of ORIX worth $83K as of Q4 2019.
Financial Gravity Asset Management sold 15 ORIX shares in Q4 2019, an estimated $241.
ORIX made up 0.06% of Financial Gravity Asset Management's portfolio in Q4 2019, its #409 holding.
Financial Gravity Asset Management first reported a position in ORIX in Q1 2018 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held ORIX as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.