VCM
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Vigilant Capital Management’s ORIX IX Stock Holding History

Vigilant Capital Management’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
-80
Closed -$2K – 695
2021
Q3 		$2K Buy
+80
New +$1.47K ﹤0.01% 770
2018
Q2 		– Sell
-915
Closed -$16K – 486
2018
Q1 		$16K Buy
+915
New +$16.6K ﹤0.01% 321

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
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
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vigilant Capital Management's IX Position: Q4 2021 in Review

Vigilant Capital Management sold out of ORIX (IX) in Q4 2021, closing a stake of 80 shares — an estimated $2K sold.

Vigilant Capital Management first reported a position in IX in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 148 funds tracked by Wall St. Rank hold IX as of Q4 2021.

  • Vigilant Capital Management reported no remaining ORIX position as of Q4 2021 after selling out during the quarter.
  • Vigilant Capital Management sold 80 ORIX shares in Q4 2021, an estimated $2K.
  • Vigilant Capital Management first reported a position in ORIX in Q1 2018 and held it in 2 quarters.
  • Vigilant Capital Management's ORIX position peaked at $16K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held ORIX as of Q4 2021.

Based on Vigilant Capital Management's 13F filing for Q4 2021, filed 6 Jan 2022.