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Aperio Group’s Orion OEC Stock Holding History

Aperio Group’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
2020
Q4 		$509K Buy
29,707
+240
+0.8% +$3.66K ﹤0.01% 1957
2020
Q3 		$369K Sell
29,467
-1,238
-4% -$14.8K ﹤0.01% 1976
2020
Q2 		$325K Buy
30,705
+10,886
+55% +$101K ﹤0.01% 1984
2020
Q1 		$148K Buy
19,819
+3,647
+23% +$52.8K ﹤0.01% 2149
2019
Q4 		$312K Buy
+16,172
New +$292K ﹤0.01% 2048
2019
Q3 		– Sell
-20,951
Closed -$449K – 2616
2019
Q2 		$449K Buy
+20,951
New +$414K ﹤0.01% 1844

Other funds holding OEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Aperio Group's OEC Position: Q4 2020 in Review

Aperio Group increased its Orion (OEC) stake by 0.81% in Q4 2020, buying an estimated $3.66K and bringing the position to 29,707 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Aperio Group first reported a position in OEC in Q2 2019 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold OEC as of Q4 2020.

  • Aperio Group held 29,707 shares of Orion worth $509K as of Q4 2020.
  • Aperio Group bought 240 Orion shares in Q4 2020, an estimated $3.66K.
  • Orion made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1957 holding.
  • Aperio Group first reported a position in Orion in Q2 2019 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held Orion as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.