AIM
ORA icon

Ausbil Investment Management’s Ormat Technologies ORA Stock Holding History

Ausbil Investment Management’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-94,186
Closed -$6.42M – 59
2023
Q3 		$6.42M Hold
94,186
– – 3.98% 8
2023
Q2 		$7.58M Buy
94,186
+10,656
+13% +$903K 4.7% 7
2023
Q1 		$7.08M Buy
83,530
+15,056
+22% +$1.32M 4.95% 9
2022
Q4 		$6.18M Buy
+68,474
New +$6.15M 4.01% 11

Other funds holding ORA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ausbil Investment Management's ORA Position: Q4 2023 in Review

Ausbil Investment Management sold out of Ormat Technologies (ORA) in Q4 2023, closing a stake of 94,186 shares — an estimated $6.42M sold.

Ausbil Investment Management first reported a position in ORA in Q4 2022 and held it in 4 quarters. The position peaked at $7.58M in Q2 2023. 278 funds tracked by Wall St. Rank hold ORA as of Q4 2023.

  • Ausbil Investment Management reported no remaining Ormat Technologies position as of Q4 2023 after selling out during the quarter.
  • Ausbil Investment Management sold 94,186 Ormat Technologies shares in Q4 2023, an estimated $6.42M.
  • Ausbil Investment Management first reported a position in Ormat Technologies in Q4 2022 and held it in 4 quarters.
  • Ausbil Investment Management's Ormat Technologies position peaked at $7.58M in Q2 2023.
  • 278 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2023.

Based on Ausbil Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.