First Manhattan’s ORIX IX Stock Holding History

First Manhattan’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
2023 Q2	–	Sell	-565	Closed	-$9.28K	–	1494
2023 Q1	$9.28K	Hold	565	–	–	﹤0.01%	1222
2022 Q4	$9.1K	Buy	+565	New	+$8.59K	﹤0.01%	1265
2015 Q3	–	Sell	-475	Closed	-$7K	–	1455
2015 Q2	$7K	Hold	475	–	–	﹤0.01%	1253
2015 Q1	$6K	Hold	475	–	–	﹤0.01%	1279
2014 Q4	$5K	Hold	475	–	–	﹤0.01%	1326
2014 Q3	$6K	Buy	+475	New	+$7.29K	﹤0.01%	1275

Other funds holding IX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRSOTSOK

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

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

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

First Manhattan's IX Position: Q2 2023 in Review

First Manhattan sold out of ORIX (IX) in Q2 2023, closing a stake of 565 shares — an estimated $9.28K sold.

First Manhattan first reported a position in IX in Q3 2014 and held it in 6 quarters. The position peaked at $9.28K in Q1 2023. 129 funds tracked by Wall St. Rank hold IX as of Q2 2023.

First Manhattan reported no remaining ORIX position as of Q2 2023 after selling out during the quarter.
First Manhattan sold 565 ORIX shares in Q2 2023, an estimated $9.28K.
First Manhattan first reported a position in ORIX in Q3 2014 and held it in 6 quarters.
First Manhattan's ORIX position peaked at $9.28K in Q1 2023.
129 funds tracked by Wall St. Rank held ORIX as of Q2 2023.

Based on First Manhattan's 13F filing for Q2 2023, filed 14 Aug 2023.