Adirondack Research & Management’s Orion Energy Systems OESX Stock Holding History

Adirondack Research & Management’s Portfolio OESX Stock Details OESX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12,213	Closed	-$363K	–	99
2019 Q2	$363K	Sell	12,213 -110,228	-90%	-$2.19M	0.26%	79
2019 Q1	$1.08M	Sell	122,441 -10,057	-8%	-$92.8K	0.68%	51
2018 Q4	$757K	Sell	132,498 -396	-0.3%	-$3.3K	0.47%	58
2018 Q3	$1.28M	Hold	132,894	–	–	0.48%	61
2018 Q2	$1.46M	Hold	132,894	–	–	0.57%	59
2018 Q1	$1.13M	Hold	132,894	–	–	0.45%	64
2017 Q4	$1.17M	Hold	132,894	–	–	0.46%	60
2017 Q3	$1.49M	Sell	132,894 -150	-0.1%	-$1.6K	0.58%	54
2017 Q2	$1.7M	Sell	133,044 -7,918	-6%	-$117K	0.66%	58
2017 Q1	$2.79M	Sell	140,962 -1,964	-1%	-$39.2K	1%	47
2016 Q4	$3.1M	Buy	142,926 +8,900	+7%	+$155K	1.05%	46
2016 Q3	$1.78M	Buy	134,026 +1,711	+1%	+$22.9K	0.64%	56
2016 Q2	$1.53M	Hold	132,315	–	–	0.58%	60
2016 Q1	$1.84M	Buy	132,315 +2,153	+2%	+$35.3K	0.67%	62
2015 Q4	$2.83M	Buy	130,162 +23,991	+23%	+$488K	1.02%	45
2015 Q3	$1.91M	Buy	+106,171	New	+$2.25M	0.73%	59

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Adirondack Research & Management's OESX Position: Q3 2019 in Review

Adirondack Research & Management sold out of Orion Energy Systems (OESX) in Q3 2019, closing a stake of 12,213 shares — an estimated $363K sold.

Adirondack Research & Management first reported a position in OESX in Q3 2015 and held it in 16 quarters. The position peaked at $3.1M in Q4 2016. 52 funds tracked by Wall St. Rank hold OESX as of Q3 2019.

Adirondack Research & Management reported no remaining Orion Energy Systems position as of Q3 2019 after selling out during the quarter.
Adirondack Research & Management sold 12,213 Orion Energy Systems shares in Q3 2019, an estimated $363K.
Adirondack Research & Management first reported a position in Orion Energy Systems in Q3 2015 and held it in 16 quarters.
Adirondack Research & Management's Orion Energy Systems position peaked at $3.1M in Q4 2016.
52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2019.

Based on Adirondack Research & Management's 13F filing for Q3 2019, filed 4 Nov 2019.