FB
IX icon

Fulton Bank’s ORIX IX Stock Holding History

Fulton Bank’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
Q3 		– Sell
-19,225
Closed -$288K – 431
2019
Q2 		$288K Sell
19,225
-540
-3% -$7.73K 0.02% 327
2019
Q1 		$284K Sell
19,765
-5,865
-23% -$86.5K 0.02% 326
2018
Q4 		$367K Sell
25,630
-3,430
-12% -$53.8K 0.03% 288
2018
Q3 		$471K Sell
29,060
-665
-2% -$10.7K 0.03% 297
2018
Q2 		$470K Buy
29,725
+525
+2% +$9.07K 0.03% 289
2018
Q1 		$525K Buy
29,200
+590
+2% +$10.7K 0.04% 266
2017
Q4 		$486K Buy
28,610
+615
+2% +$10.4K 0.03% 283
2017
Q3 		$453K Buy
27,995
+1,885
+7% +$30.3K 0.03% 282
2017
Q2 		$407K Sell
26,110
-650
-2% -$10.2K 0.03% 287
2017
Q1 		$398K Sell
26,760
-1,885
-7% -$29.2K 0.03% 293
2016
Q4 		$446K Sell
28,645
-2,690
-9% -$41.3K 0.04% 248
2016
Q3 		$465K Sell
31,335
-1,790
-5% -$25.3K 0.04% 250
2016
Q2 		$424K Buy
33,125
+1,985
+6% +$27.6K 0.04% 272
2016
Q1 		$444K Buy
31,140
+14,415
+86% +$196K 0.05% 262
2015
Q4 		$235K Sell
16,725
-740
-4% -$10.8K 0.02% 336
2015
Q3 		$227K Buy
17,465
+670
+4% +$9.3K 0.03% 333
2015
Q2 		$250K Sell
16,795
-10
-0.1% -$155 0.03% 336
2015
Q1 		$236K Buy
+16,805
New +$220K 0.02% 344
2014
Q4 		– Sell
-15,925
Closed -$220K – 384
2014
Q3 		$220K Buy
+15,925
New +$244K 0.03% 339

Other funds holding IX

Morgan Stanley
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fulton Bank's IX Position: Q3 2019 in Review

Fulton Bank sold out of ORIX (IX) in Q3 2019, closing a stake of 19,225 shares — an estimated $288K sold.

Fulton Bank first reported a position in IX in Q3 2014 and held it in 19 quarters. The position peaked at $525K in Q1 2018. 110 funds tracked by Wall St. Rank hold IX as of Q3 2019.

  • Fulton Bank reported no remaining ORIX position as of Q3 2019 after selling out during the quarter.
  • Fulton Bank sold 19,225 ORIX shares in Q3 2019, an estimated $288K.
  • Fulton Bank first reported a position in ORIX in Q3 2014 and held it in 19 quarters.
  • Fulton Bank's ORIX position peaked at $525K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held ORIX as of Q3 2019.

Based on Fulton Bank's 13F filing for Q3 2019, filed 3 Oct 2019.