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Ancora Advisors’s Orion OEC Stock Holding History

Ancora Advisors’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,560
Closed -$33.2K – 1808
2023
Q3 		$33.2K Hold
1,560
– – ﹤0.01% 1013
2023
Q2 		$33.1K Sell
1,560
-2,040
-57% -$49.2K ﹤0.01% 1010
2023
Q1 		$93.9K Sell
3,600
-77,820
-96% -$1.76M ﹤0.01% 778
2022
Q4 		$1.45M Buy
+81,420
New +$1.37M 0.04% 297
2019
Q3 		– Sell
-343,502
Closed -$9.8M – 643
2019
Q2 		$9.8M Buy
+343,502
New +$6.79M 0.44% 78

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ancora Advisors's OEC Position: Q4 2023 in Review

Ancora Advisors sold out of Orion (OEC) in Q4 2023, closing a stake of 1,560 shares — an estimated $33.2K sold.

Ancora Advisors first reported a position in OEC in Q2 2019 and held it in 5 quarters. The position peaked at $9.8M in Q2 2019. 192 funds tracked by Wall St. Rank hold OEC as of Q4 2023.

  • Ancora Advisors reported no remaining Orion position as of Q4 2023 after selling out during the quarter.
  • Ancora Advisors sold 1,560 Orion shares in Q4 2023, an estimated $33.2K.
  • Ancora Advisors first reported a position in Orion in Q2 2019 and held it in 5 quarters.
  • Ancora Advisors's Orion position peaked at $9.8M in Q2 2019.
  • 192 funds tracked by Wall St. Rank held Orion as of Q4 2023.

Based on Ancora Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.