ING Group’s ORIX IX Stock Holding History

ING Group’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
2013 Q4	–	Sell	-360,360	Closed	-$5.97M	–	735
2013 Q3	$5.97M	Sell	360,360 -314,640	-47%	-$4.68M	0.03%	365
2013 Q2	$8.3M	Buy	+675,000	New	+$9.53M	0.04%	291

Other funds holding IX

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

ING Group's IX Position: Q4 2013 in Review

ING Group sold out of ORIX (IX) in Q4 2013, closing a stake of 360,360 shares — an estimated $5.97M sold.

ING Group first reported a position in IX in Q2 2013 and held it in 2 quarters. The position peaked at $8.3M in Q2 2013. 93 funds tracked by Wall St. Rank hold IX as of Q4 2013.

ING Group reported no remaining ORIX position as of Q4 2013 after selling out during the quarter.
ING Group sold 360,360 ORIX shares in Q4 2013, an estimated $5.97M.
ING Group first reported a position in ORIX in Q2 2013 and held it in 2 quarters.
ING Group's ORIX position peaked at $8.3M in Q2 2013.
93 funds tracked by Wall St. Rank held ORIX as of Q4 2013.

Based on ING Group's 13F filing for Q4 2013, filed 14 Feb 2014.