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Atom Investors’s Orion OEC Stock Holding History

Atom Investors’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
2026
Q1 		$523K Sell
80,433
-226,933
-74% -$1.34M 0.04% 471
2025
Q4 		$1.62M Buy
307,366
+65,307
+27% +$354K 0.13% 235
2025
Q3 		$1.83M Buy
+242,059
New +$2.45M 0.14% 179
2020
Q2 		– Sell
-38,616
Closed -$288K – 477
2020
Q1 		$288K Buy
+38,616
New +$559K 0.03% 241
2019
Q3 		– Sell
-231,820
Closed -$4.96M – 391
2019
Q2 		$4.96M Buy
231,820
+69,552
+43% +$1.38M 0.32% 100
2019
Q1 		$3.08M Sell
162,268
-221,590
-58% -$5.57M 0.26% 107
2018
Q4 		$9.7M Buy
+383,858
New +$10M 0.96% 18

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return