Baird Financial Group’s Ormat Technologies ORA Stock Holding History

Baird Financial Group’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 Q3	–	Sell	-15,494	Closed	-$1.25M	–	1746
2023 Q2	$1.25M	Buy	+15,494	New	+$1.31M	﹤0.01%	1049
2020 Q1	–	Sell	-3,970	Closed	-$296K	–	1517
2019 Q4	$296K	Sell	3,970 -25	-0.6%	-$1.89K	﹤0.01%	1331
2019 Q3	$297K	Sell	3,995 -75	-2%	-$5.17K	﹤0.01%	1317
2019 Q2	$258K	Sell	4,070 -75	-2%	-$4.46K	﹤0.01%	1377
2019 Q1	$229K	Hold	4,145	–	–	﹤0.01%	1215
2018 Q4	$217K	Hold	4,145	–	–	﹤0.01%	1196
2018 Q3	$225K	Hold	4,145	–	–	﹤0.01%	1258
2018 Q2	$220K	Sell	4,145 -137	-3%	-$7.48K	﹤0.01%	1225
2018 Q1	$241K	Sell	4,282 -75	-2%	-$4.67K	﹤0.01%	1172
2017 Q4	$279K	Hold	4,357	–	–	﹤0.01%	1141
2017 Q3	$266K	Sell	4,357 -25	-0.6%	-$1.44K	﹤0.01%	1127
2017 Q2	$257K	Hold	4,382	–	–	﹤0.01%	1120
2017 Q1	$250K	Hold	4,382	–	–	﹤0.01%	1118
2016 Q4	$235K	Sell	4,382 -75	-2%	-$3.64K	﹤0.01%	1106
2016 Q3	$216K	Sell	4,457 -200	-4%	-$9.45K	﹤0.01%	1127
2016 Q2	$204K	Buy	+4,657	New	+$199K	﹤0.01%	1137

Other funds holding ORA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baird Financial Group's ORA Position: Q3 2023 in Review

Baird Financial Group sold out of Ormat Technologies (ORA) in Q3 2023, closing a stake of 15,494 shares — an estimated $1.25M sold.

Baird Financial Group first reported a position in ORA in Q2 2016 and held it in 16 quarters. The position peaked at $1.25M in Q2 2023. 283 funds tracked by Wall St. Rank hold ORA as of Q3 2023.

Baird Financial Group reported no remaining Ormat Technologies position as of Q3 2023 after selling out during the quarter.
Baird Financial Group sold 15,494 Ormat Technologies shares in Q3 2023, an estimated $1.25M.
Baird Financial Group first reported a position in Ormat Technologies in Q2 2016 and held it in 16 quarters.
Baird Financial Group's Ormat Technologies position peaked at $1.25M in Q2 2023.
283 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.