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UBS’s ORIX IX Stock Holding History

UBS’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
2014
Q3 		$1.21M Buy
87,820
+765
+0.9% +$11.7K ﹤0.01% 3400
2014
Q2 		$1.45M Buy
87,055
+2,045
+2% +$31.1K ﹤0.01% 3198
2014
Q1 		$1.2M Sell
85,010
-490
-0.6% -$7.5K ﹤0.01% 3303
2013
Q4 		$1.52M Buy
85,500
+6,890
+9% +$118K ﹤0.01% 3092
2013
Q3 		$1.29M Buy
78,610
+1,965
+3% +$29.2K ﹤0.01% 3052
2013
Q2 		$1.05M Buy
+76,645
New +$1.08M ﹤0.01% 3284

Other funds holding IX

HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS's IX Position: Q3 2014 in Review

UBS increased its ORIX (IX) stake by 0.88% in Q3 2014, buying an estimated $11.7K and bringing the position to 87,820 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

UBS first reported a position in IX in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2013. 102 funds tracked by Wall St. Rank hold IX as of Q3 2014.

  • UBS held 87,820 shares of ORIX worth $1.21M as of Q3 2014.
  • UBS bought 765 ORIX shares in Q3 2014, an estimated $11.7K.
  • ORIX made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3400 holding.
  • UBS first reported a position in ORIX in Q2 2013 and has held it in 6 quarters since.
  • UBS's ORIX position peaked at $1.52M in Q4 2013.
  • 102 funds tracked by Wall St. Rank held ORIX as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.