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Narus Financial Partners’s ORIX IX Stock Holding History

Narus Financial Partners’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
Q4 		$217K Buy
+13,000
New +$209K 0.15% 72
2017
Q3 		$275K Hold
17,000
– – 0.24% 64
2017
Q2 		$265K Hold
17,000
– – 0.25% 59
2017
Q1 		$253K Hold
17,000
– – 0.24% 57
2016
Q4 		$265K Buy
+17,000
New +$261K 0.28% 57

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Narus Financial Partners's IX Position: Q4 2019 in Review

Narus Financial Partners opened a new position in ORIX (IX) in Q4 2019: 13,000 shares worth $217K. The stake represents 0.15% of the portfolio and ranks #72 among its holdings. This is a return to the name: Narus Financial Partners previously reported a position in IX as recently as Q3 2017.

Narus Financial Partners first reported a position in IX in Q4 2016 and has held it in 5 quarters since. The position peaked at $275K in Q3 2017. 120 funds tracked by Wall St. Rank hold IX as of Q4 2019.

  • Narus Financial Partners held 13,000 shares of ORIX worth $217K as of Q4 2019.
  • ORIX was a new Narus Financial Partners position in Q4 2019.
  • ORIX made up 0.15% of Narus Financial Partners's portfolio in Q4 2019, its #72 holding.
  • Narus Financial Partners first reported a position in ORIX in Q4 2016 and has held it in 5 quarters since.
  • Narus Financial Partners's ORIX position peaked at $275K in Q3 2017.
  • 120 funds tracked by Wall St. Rank held ORIX as of Q4 2019.

Based on Narus Financial Partners's 13F filing for Q4 2019, filed 14 May 2024.