Syverson Strege & Co’s ORIX IX Stock Holding History

Syverson Strege & Co’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
2021 Q4	–	Sell	-550	Closed	-$10K	–	391
2021 Q3	$10K	Buy	+550	New	+$10.1K	0.01%	240

Other funds holding IX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Syverson Strege & Co's IX Position: Q4 2021 in Review

Syverson Strege & Co sold out of ORIX (IX) in Q4 2021, closing a stake of 550 shares — an estimated $10K sold.

Syverson Strege & Co first reported a position in IX in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 148 funds tracked by Wall St. Rank hold IX as of Q4 2021.

Syverson Strege & Co reported no remaining ORIX position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 550 ORIX shares in Q4 2021, an estimated $10K.
Syverson Strege & Co first reported a position in ORIX in Q3 2021 and held it in 1 quarter.
Syverson Strege & Co's ORIX position peaked at $10K in Q3 2021.
148 funds tracked by Wall St. Rank held ORIX as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.