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Harding Loevner’s ORIX IX Stock Holding History

Harding Loevner’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
2015
Q4 		– Sell
-60
Closed -$1K – 114
2015
Q3 		$1K Buy
+60
New +$833 ﹤0.01% 95

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Harding Loevner's IX Position: Q4 2015 in Review

Harding Loevner sold out of ORIX (IX) in Q4 2015, closing a stake of 60 shares — an estimated $1K sold.

Harding Loevner first reported a position in IX in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 99 funds tracked by Wall St. Rank hold IX as of Q4 2015.

  • Harding Loevner reported no remaining ORIX position as of Q4 2015 after selling out during the quarter.
  • Harding Loevner sold 60 ORIX shares in Q4 2015, an estimated $1K.
  • Harding Loevner first reported a position in ORIX in Q3 2015 and held it in 1 quarter.
  • Harding Loevner's ORIX position peaked at $1K in Q3 2015.
  • 99 funds tracked by Wall St. Rank held ORIX as of Q4 2015.

Based on Harding Loevner's 13F filing for Q4 2015, filed 26 Jan 2016.