Steward Financial Group’s ORIX IX Stock Holding History

Steward Financial Group’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 Q3	–	Sell	-50	Closed	–	–	698
2022 Q2	$0	Buy	+50	New	+$909	﹤0.01%	1160

Other funds holding IX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Steward Financial Group's IX Position: Q3 2022 in Review

Steward Financial Group sold out of ORIX (IX) in Q3 2022, closing a stake of 50 shares.

Steward Financial Group first reported a position in IX in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 123 funds tracked by Wall St. Rank hold IX as of Q3 2022.

Steward Financial Group reported no remaining ORIX position as of Q3 2022 after selling out during the quarter.
Steward Financial Group sold 50 ORIX shares in Q3 2022.
Steward Financial Group first reported a position in ORIX in Q2 2022 and held it in 1 quarter.
Steward Financial Group's ORIX position peaked at $0 in Q2 2022.
123 funds tracked by Wall St. Rank held ORIX as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.