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Lourd Capital’s ORIX IX Stock Holding History

Lourd Capital’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
Q1 		– Sell
-16,555
Closed -$237K – 207
2018
Q4 		$237K Buy
16,555
+1,195
+8% +$18.7K 0.02% 237
2018
Q3 		$249K Buy
+15,360
New +$248K 0.02% 263
2018
Q1 		– Sell
-18,430
Closed -$312K – 218
2017
Q4 		$312K Buy
+18,430
New +$312K 0.02% 229

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Lourd Capital's IX Position: Q1 2019 in Review

Lourd Capital sold out of ORIX (IX) in Q1 2019, closing a stake of 16,555 shares — an estimated $237K sold.

Lourd Capital first reported a position in IX in Q4 2017 and held it in 3 quarters. The position peaked at $312K in Q4 2017. 130 funds tracked by Wall St. Rank hold IX as of Q1 2019.

  • Lourd Capital reported no remaining ORIX position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 16,555 ORIX shares in Q1 2019, an estimated $237K.
  • Lourd Capital first reported a position in ORIX in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's ORIX position peaked at $312K in Q4 2017.
  • 130 funds tracked by Wall St. Rank held ORIX as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.