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Bruce G. Allen Investments’s Orion OEC Stock Holding History

Bruce G. Allen Investments’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
2025
Q1 		– Sell
-27
Closed -$382 – 1118
2024
Q4 		$426 Buy
27
+6
+29% +$101 ﹤0.01% 984
2024
Q3 		$374 Buy
+21
New +$405 ﹤0.01% 1004

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bruce G. Allen Investments's OEC Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of Orion (OEC) in Q1 2025, closing a stake of 27 shares — an estimated $382 sold.

Bruce G. Allen Investments first reported a position in OEC in Q3 2024 and held it in 2 quarters. The position peaked at $426 in Q4 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 27 Orion shares in Q1 2025, an estimated $382.
  • Bruce G. Allen Investments first reported a position in Orion in Q3 2024 and held it in 2 quarters.
  • Bruce G. Allen Investments's Orion position peaked at $426 in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.