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Beddow Capital Management’s Orion OEC Stock Holding History

Beddow Capital Management’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
2021
Q4 		– Sell
-11,750
Closed -$214K – 49
2021
Q3 		$214K Sell
11,750
-1,250
-10% -$22.4K 0.13% 49
2021
Q2 		$247K Buy
13,000
+250
+2% +$4.95K 0.14% 51
2021
Q1 		$251K Hold
12,750
– – 0.16% 47
2020
Q4 		$219K Buy
12,750
+2,250
+21% +$34.3K 0.15% 51
2020
Q3 		$131K Buy
+10,500
New +$126K 0.11% 47

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Beddow Capital Management's OEC Position: Q4 2021 in Review

Beddow Capital Management sold out of Orion (OEC) in Q4 2021, closing a stake of 11,750 shares — an estimated $214K sold.

Beddow Capital Management first reported a position in OEC in Q3 2020 and held it in 5 quarters. The position peaked at $251K in Q1 2021. 154 funds tracked by Wall St. Rank hold OEC as of Q4 2021.

  • Beddow Capital Management reported no remaining Orion position as of Q4 2021 after selling out during the quarter.
  • Beddow Capital Management sold 11,750 Orion shares in Q4 2021, an estimated $214K.
  • Beddow Capital Management first reported a position in Orion in Q3 2020 and held it in 5 quarters.
  • Beddow Capital Management's Orion position peaked at $251K in Q1 2021.
  • 154 funds tracked by Wall St. Rank held Orion as of Q4 2021.

Based on Beddow Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.