FIM
IX icon

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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 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
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return