BC
ORAN

Bartlett & Co’s Orange ORAN Stock Holding History

Bartlett & Co’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$6K Hold
500
– – ﹤0.01% 1065
2023
Q3 		$6K Buy
+500
New +$5.72K ﹤0.01% 981
2022
Q4 		– Sell
-2,185
Closed -$20K – 1189
2022
Q3 		$20K Hold
2,185
– – ﹤0.01% 708
2022
Q2 		$26K Hold
2,185
– – ﹤0.01% 687
2022
Q1 		$26K Buy
+2,185
New +$25.5K ﹤0.01% 693

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Bartlett & Co's ORAN Position: Q4 2023 in Review

Bartlett & Co held its Orange (ORAN) position steady in Q4 2023 at 500 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Bartlett & Co first reported a position in ORAN in Q1 2022 and has held it in 5 quarters since. The position peaked at $26K in Q2 2022. 213 funds tracked by Wall St. Rank hold ORAN as of Q4 2023.

  • Bartlett & Co held 500 shares of Orange worth $6K as of Q4 2023.
  • Bartlett & Co left its Orange share count unchanged in Q4 2023.
  • Orange made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1065 holding.
  • Bartlett & Co first reported a position in Orange in Q1 2022 and has held it in 5 quarters since.
  • Bartlett & Co's Orange position peaked at $26K in Q2 2022.
  • 213 funds tracked by Wall St. Rank held Orange as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.