XY Capital’s ORIX IX Stock Holding History

XY Capital’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
2024 Q1	–	Sell	-33,435	Closed	-$624K	–	93
2023 Q4	$624K	Buy	+33,435	New	+$608K	0.36%	56
2023 Q1	–	Sell	-66,260	Closed	-$1.07M	–	112
2022 Q4	$1.07M	Buy	+66,260	New	+$1.01M	0.7%	29

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

XY Capital's IX Position: Q1 2024 in Review

XY Capital sold out of ORIX (IX) in Q1 2024, closing a stake of 33,435 shares — an estimated $624K sold.

XY Capital first reported a position in IX in Q4 2022 and held it in 2 quarters. The position peaked at $1.07M in Q4 2022. 159 funds tracked by Wall St. Rank hold IX as of Q1 2024.

XY Capital reported no remaining ORIX position as of Q1 2024 after selling out during the quarter.
XY Capital sold 33,435 ORIX shares in Q1 2024, an estimated $624K.
XY Capital first reported a position in ORIX in Q4 2022 and held it in 2 quarters.
XY Capital's ORIX position peaked at $1.07M in Q4 2022.
159 funds tracked by Wall St. Rank held ORIX as of Q1 2024.

Based on XY Capital's 13F filing for Q1 2024, filed 29 Apr 2024.