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Nuveen’s ORIX IX Stock Holding History

Nuveen’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
2022
Q1 		– Sell
-207,465
Closed -$4.22M – 3408
2021
Q4 		$4.22M Sell
207,465
-48,135
-19% -$958K ﹤0.01% 2221
2021
Q3 		$4.83M Sell
255,600
-35
-0% -$644 ﹤0.01% 2230
2021
Q2 		$4.33M Buy
255,635
+1,200
+0.5% +$20.5K ﹤0.01% 2326
2021
Q1 		$4.32M Buy
254,435
+600
+0.2% +$10.3K ﹤0.01% 2232
2020
Q4 		$3.93M Sell
253,835
-15
-0% -$212 ﹤0.01% 2196
2020
Q3 		$3.18M Buy
253,850
+10,270
+4% +$126K ﹤0.01% 2146
2020
Q2 		$3M Sell
243,580
-285
-0.1% -$3.5K ﹤0.01% 2156
2020
Q1 		$2.88M Buy
243,865
+2,675
+1% +$42.2K ﹤0.01% 2015
2019
Q4 		$4.02M Buy
241,190
+420
+0.2% +$6.74K ﹤0.01% 2104
2019
Q3 		$3.62M Sell
240,770
-1,825
-0.8% -$27.4K ﹤0.01% 2130
2019
Q2 		$3.63M Buy
+242,595
New +$3.47M ﹤0.01% 2154
2018
Q1 		– Sell
-14,235
Closed -$241K – 1109
2017
Q4 		$241K Buy
14,235
+280
+2% +$4.74K ﹤0.01% 1027
2017
Q3 		$226K Sell
13,955
-5,820
-29% -$93.6K ﹤0.01% 1048
2017
Q2 		$308K Buy
19,775
+5,620
+40% +$87.8K ﹤0.01% 1019
2017
Q1 		$213K Buy
+14,155
New +$219K ﹤0.01% 1307

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Nuveen's IX Position: Q1 2022 in Review

Nuveen sold out of ORIX (IX) in Q1 2022, closing a stake of 207,465 shares — an estimated $4.22M sold.

Nuveen first reported a position in IX in Q1 2017 and held it in 15 quarters. The position peaked at $4.83M in Q3 2021. 143 funds tracked by Wall St. Rank hold IX as of Q1 2022.

  • Nuveen reported no remaining ORIX position as of Q1 2022 after selling out during the quarter.
  • Nuveen sold 207,465 ORIX shares in Q1 2022, an estimated $4.22M.
  • Nuveen first reported a position in ORIX in Q1 2017 and held it in 15 quarters.
  • Nuveen's ORIX position peaked at $4.83M in Q3 2021.
  • 143 funds tracked by Wall St. Rank held ORIX as of Q1 2022.

Based on Nuveen's 13F filing for Q1 2022, filed 16 May 2022.