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Stonebridge Capital Advisors’s ORIX IX Stock Holding History

Stonebridge Capital Advisors’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
2020
Q3 		– Sell
-70
Closed -$1K – 442
2020
Q2 		$1K Hold
70
– – ﹤0.01% 724
2020
Q1 		$1K Hold
70
– – ﹤0.01% 717
2019
Q4 		$1K Hold
70
– – ﹤0.01% 795
2019
Q3 		$1K Hold
70
– – ﹤0.01% 795
2019
Q2 		$1K Buy
+70
New +$1K ﹤0.01% 839

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Stonebridge Capital Advisors's IX Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of ORIX (IX) in Q3 2020, closing a stake of 70 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in IX in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 112 funds tracked by Wall St. Rank hold IX as of Q3 2020.

  • Stonebridge Capital Advisors reported no remaining ORIX position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 70 ORIX shares in Q3 2020, an estimated $1K.
  • Stonebridge Capital Advisors first reported a position in ORIX in Q2 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's ORIX position peaked at $1K in Q2 2020.
  • 112 funds tracked by Wall St. Rank held ORIX as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.