SFO
IX icon

Standard Family Office’s ORIX IX Stock Holding History

Standard Family Office’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
Q4 		– Sell
-1,110
Closed -$16K – 225
2022
Q3 		$16K Buy
+1,110
New +$18.1K 0.01% 219
2021
Q2 		– Sell
-2,010
Closed -$34K – 597
2021
Q1 		$34K Buy
2,010
+335
+20% +$5.73K 0.01% 279
2020
Q4 		$26K Buy
+1,675
New +$23.6K 0.01% 283

Other funds holding IX

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Standard Family Office's IX Position: Q4 2022 in Review

Standard Family Office sold out of ORIX (IX) in Q4 2022, closing a stake of 1,110 shares — an estimated $16K sold.

Standard Family Office first reported a position in IX in Q4 2020 and held it in 3 quarters. The position peaked at $34K in Q1 2021. 127 funds tracked by Wall St. Rank hold IX as of Q4 2022.

  • Standard Family Office reported no remaining ORIX position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 1,110 ORIX shares in Q4 2022, an estimated $16K.
  • Standard Family Office first reported a position in ORIX in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's ORIX position peaked at $34K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held ORIX as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.