FIM
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Freedom Investment Management’s ORIX IX Stock Holding History

Freedom Investment 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
2023
Q1 		– Sell
-16,200
Closed -$261K – 743
2022
Q4 		$261K Sell
16,200
-330
-2% -$5.01K 0.03% 607
2022
Q3 		$234K Sell
16,530
-1,100
-6% -$18K 0.03% 623
2022
Q2 		$297K Sell
17,630
-29,450
-63% -$535K 0.03% 591
2022
Q1 		$940K Buy
47,080
+32,125
+215% +$657K 0.08% 309
2021
Q4 		$304K Buy
+14,955
New +$298K 0.02% 669
2019
Q1 		– Sell
-28,505
Closed -$408K – 740
2018
Q4 		$408K Sell
28,505
-2,835
-9% -$44.4K 0.03% 478
2018
Q3 		$496K Sell
31,340
-610
-2% -$9.83K 0.03% 519
2018
Q2 		$505K Buy
31,950
+6,430
+25% +$111K 0.03% 550
2018
Q1 		$459K Buy
+25,520
New +$462K 0.02% 660
2017
Q2 		– Sell
-17,165
Closed -$255K – 1094
2017
Q1 		$255K Sell
17,165
-6,355
-27% -$98.5K 0.01% 847
2016
Q4 		$366K Buy
+23,520
New +$361K 0.02% 606

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Freedom Investment Management's IX Position: Q1 2023 in Review

Freedom Investment Management sold out of ORIX (IX) in Q1 2023, closing a stake of 16,200 shares — an estimated $261K sold.

Freedom Investment Management first reported a position in IX in Q4 2016 and held it in 11 quarters. The position peaked at $940K in Q1 2022. 123 funds tracked by Wall St. Rank hold IX as of Q1 2023.

  • Freedom Investment Management reported no remaining ORIX position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 16,200 ORIX shares in Q1 2023, an estimated $261K.
  • Freedom Investment Management first reported a position in ORIX in Q4 2016 and held it in 11 quarters.
  • Freedom Investment Management's ORIX position peaked at $940K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.