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Advisor Group’s Orion Energy Systems OESX Stock Holding History

Advisor Group’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
Q4 		$8K Hold
230
– – ﹤0.01% 4462
2019
Q3 		$7K Sell
230
-25
-10% -$714 ﹤0.01% 4509
2019
Q2 		$8K Buy
255
+85
+50% +$1.69K ﹤0.01% 4480
2019
Q1 		$2K Sell
170
-250
-60% -$2.31K ﹤0.01% 4965
2018
Q4 		$3K Buy
420
+250
+147% +$2.08K ﹤0.01% 4723
2018
Q3 		$2K Buy
170
+10
+6% +$100 ﹤0.01% 4868
2018
Q2 		$2K Hold
160
– – ﹤0.01% 4692
2018
Q1 		$1K Buy
160
+105
+191% +$886 ﹤0.01% 4833
2017
Q4 		$0 Hold
55
– – ﹤0.01% 5036
2017
Q3 		$1K Hold
55
– – ﹤0.01% 4702
2017
Q2 		$1K Hold
55
– – ﹤0.01% 4648
2017
Q1 		$1K Buy
55
+40
+267% +$798 ﹤0.01% 4553
2016
Q4 		$0 Hold
15
– – ﹤0.01% 4585
2016
Q3 		$0 Hold
15
– – ﹤0.01% 4572
2016
Q2 		$0 Buy
+15
New +$202 ﹤0.01% 4460

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Advisor Group's OESX Position: Q4 2019 in Review

Advisor Group held its Orion Energy Systems (OESX) position steady in Q4 2019 at 230 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #4462.

Advisor Group first reported a position in OESX in Q2 2016 and has held it in 15 quarters since. 55 funds tracked by Wall St. Rank hold OESX as of Q4 2019.

  • Advisor Group held 230 shares of Orion Energy Systems worth $8K as of Q4 2019.
  • Advisor Group left its Orion Energy Systems share count unchanged in Q4 2019.
  • Orion Energy Systems made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4462 holding.
  • Advisor Group first reported a position in Orion Energy Systems in Q2 2016 and has held it in 15 quarters since.
  • 55 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.