BFEC
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Benjamin F. Edwards & Company’s Orion OEC Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q4 		– Sell
-26,000
Closed -$553K – 2148
2023
Q3 		$553K Hold
26,000
– – 0.02% 494
2023
Q2 		$552K Hold
26,000
– – 0.02% 479
2023
Q1 		$678K Sell
26,000
-1,000
-4% -$22.6K 0.03% 416
2022
Q4 		$481K Hold
27,000
– – 0.02% 472
2022
Q3 		$360K Buy
27,000
+5,000
+23% +$81.3K 0.02% 505
2022
Q2 		$342K Sell
22,000
-8,700
-28% -$146K 0.02% 524
2022
Q1 		$490K Buy
30,700
+12,100
+65% +$208K 0.02% 470
2021
Q4 		$341K Buy
+18,600
New +$346K 0.02% 544

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Benjamin F. Edwards & Company's OEC Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Orion (OEC) in Q4 2023, closing a stake of 26,000 shares — an estimated $553K sold.

Benjamin F. Edwards & Company first reported a position in OEC in Q4 2021 and held it in 8 quarters. The position peaked at $678K in Q1 2023. 192 funds tracked by Wall St. Rank hold OEC as of Q4 2023.

  • Benjamin F. Edwards & Company reported no remaining Orion position as of Q4 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 26,000 Orion shares in Q4 2023, an estimated $553K.
  • Benjamin F. Edwards & Company first reported a position in Orion in Q4 2021 and held it in 8 quarters.
  • Benjamin F. Edwards & Company's Orion position peaked at $678K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Orion as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.