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Synovus Financial’s ORIX IX Stock Holding History

Synovus Financial’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
Q4 		– Sell
-88,665
Closed -$1.12M – 767
2020
Q3 		$1.12M Sell
88,665
-16,840
-16% -$207K 0.01% 336
2020
Q2 		$1.3M Buy
105,505
+2,460
+2% +$30.2K 0.02% 291
2020
Q1 		$1.22M Buy
103,045
+1,840
+2% +$29K 0.02% 331
2019
Q4 		$1.69M Buy
101,205
+1,505
+2% +$24.2K 0.02% 268
2019
Q3 		$1.5M Sell
99,700
-535
-0.5% -$8.02K 0.02% 272
2019
Q2 		$1.5M Buy
100,235
+2,895
+3% +$41.4K 0.02% 274
2019
Q1 		$1.4M Sell
97,340
-4,300
-4% -$63.4K 0.02% 274
2018
Q4 		$1.46M Buy
101,640
+1,100
+1% +$17.2K 0.03% 252
2018
Q3 		$1.63M Buy
100,540
+6,520
+7% +$105K 0.03% 248
2018
Q2 		$1.49M Buy
94,020
+3,790
+4% +$65.4K 0.02% 259
2018
Q1 		$1.62M Buy
90,230
+11,510
+15% +$208K 0.03% 244
2017
Q4 		$1.34M Buy
78,720
+130
+0.2% +$2.2K 0.02% 259
2017
Q3 		$1.28M Buy
78,590
+3,000
+4% +$48.2K 0.02% 252
2017
Q2 		$1.17M Buy
75,590
+17,080
+29% +$267K 0.02% 266
2017
Q1 		$867K Sell
58,510
-880
-1% -$13.6K 0.02% 291
2016
Q4 		$924K Sell
59,390
-630
-1% -$9.67K 0.02% 268
2016
Q3 		$888K Buy
+60,020
New +$847K 0.02% 260

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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Synovus Financial's IX Position: Q4 2020 in Review

Synovus Financial sold out of ORIX (IX) in Q4 2020, closing a stake of 88,665 shares — an estimated $1.12M sold.

Synovus Financial first reported a position in IX in Q3 2016 and held it in 17 quarters. The position peaked at $1.69M in Q4 2019. 123 funds tracked by Wall St. Rank hold IX as of Q4 2020.

  • Synovus Financial reported no remaining ORIX position as of Q4 2020 after selling out during the quarter.
  • Synovus Financial sold 88,665 ORIX shares in Q4 2020, an estimated $1.12M.
  • Synovus Financial first reported a position in ORIX in Q3 2016 and held it in 17 quarters.
  • Synovus Financial's ORIX position peaked at $1.69M in Q4 2019.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q4 2020.

Based on Synovus Financial's 13F filing for Q4 2020, filed 11 Feb 2021.