Lenox Wealth Management’s ORIX IX Stock Holding History

Lenox Wealth 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
2020 Q2	$1K	Buy	+115	New	+$1.41K	﹤0.01%	698
2020 Q1	–	Sell	-175	Closed	-$3K	–	735
2019 Q4	$3K	Hold	175	–	–	﹤0.01%	602
2019 Q3	$2K	Buy	175 +10	+6%	+$150	﹤0.01%	627
2019 Q2	$2K	Hold	165	–	–	﹤0.01%	598
2019 Q1	$2K	Sell	165 -100	-38%	-$1.48K	﹤0.01%	613
2018 Q4	$1K	Buy	+265	New	+$4.15K	﹤0.01%	610

Other funds holding IX

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's IX Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in ORIX (IX) in Q2 2020: 115 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in IX as recently as Q4 2019.

Lenox Wealth Management first reported a position in IX in Q4 2018 and has held it in 6 quarters since. The position peaked at $3K in Q4 2019. 114 funds tracked by Wall St. Rank hold IX as of Q2 2020.

Lenox Wealth Management held 115 shares of ORIX worth $1K as of Q2 2020.
ORIX was a new Lenox Wealth Management position in Q2 2020.
ORIX made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #698 holding.
Lenox Wealth Management first reported a position in ORIX in Q4 2018 and has held it in 6 quarters since.
Lenox Wealth Management's ORIX position peaked at $3K in Q4 2019.
114 funds tracked by Wall St. Rank held ORIX as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.