JY
IX icon

Jeff Yass’s ORIX IX Stock Holding History

Jeff Yass’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
2024
Q1 		– Sell
-11,315
Closed -$211K – 12740
2023
Q4 		$211K Buy
+11,315
New +$206K ﹤0.01% 10571
2019
Q3 		– Sell
-16,050
Closed -$240K – 10490
2019
Q2 		$240K Buy
+16,050
New +$230K ﹤0.01% 8760
2017
Q2 		– Sell
-18,500
Closed -$275K – 9500
2017
Q1 		$275K Sell
18,500
-49,930
-73% -$774K ﹤0.01% 7476
2016
Q4 		$1.06M Buy
68,430
+22,375
+49% +$343K ﹤0.01% 5398
2016
Q3 		$683K Sell
46,055
-10,000
-18% -$141K ﹤0.01% 5502
2016
Q2 		$716K Sell
56,055
-39,500
-41% -$550K ﹤0.01% 5494
2016
Q1 		$1.36M Buy
95,555
+68,555
+254% +$933K ﹤0.01% 4483
2015
Q4 		$379K Buy
+27,000
New +$393K ﹤0.01% 7281

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Jeff Yass's IX Position: Q1 2024 in Review

Jeff Yass sold out of ORIX (IX) in Q1 2024, closing a stake of 11,315 shares — an estimated $211K sold.

Jeff Yass first reported a position in IX in Q4 2015 and held it in 8 quarters. The position peaked at $1.36M in Q1 2016. 160 funds tracked by Wall St. Rank hold IX as of Q1 2024.

  • Jeff Yass reported no remaining ORIX position as of Q1 2024 after selling out during the quarter.
  • Jeff Yass sold 11,315 ORIX shares in Q1 2024, an estimated $211K.
  • Jeff Yass first reported a position in ORIX in Q4 2015 and held it in 8 quarters.
  • Jeff Yass's ORIX position peaked at $1.36M in Q1 2016.
  • 160 funds tracked by Wall St. Rank held ORIX as of Q1 2024.

Based on Susquehanna International Group's 13F filing for Q1 2024, filed 7 May 2024.