Perkins Coie Trust Company’s ORIX IX Stock Holding History

Perkins Coie Trust Company’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
2023 Q4	–	Sell	-85	Closed	-$1.59K	–	455
2023 Q3	$1.59K	Buy	+85	New	+$1.59K	﹤0.01%	370

Other funds holding IX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.72T AUM 30.48% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Perkins Coie Trust Company's IX Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of ORIX (IX) in Q4 2023, closing a stake of 85 shares — an estimated $1.59K sold.

Perkins Coie Trust Company first reported a position in IX in Q3 2023 and held it in 1 quarter. The position peaked at $1.59K in Q3 2023. 151 funds tracked by Wall St. Rank hold IX as of Q4 2023.

Perkins Coie Trust Company reported no remaining ORIX position as of Q4 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 85 ORIX shares in Q4 2023, an estimated $1.59K.
Perkins Coie Trust Company first reported a position in ORIX in Q3 2023 and held it in 1 quarter.
Perkins Coie Trust Company's ORIX position peaked at $1.59K in Q3 2023.
151 funds tracked by Wall St. Rank held ORIX as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.