Byrne Asset Management’s Orion OEC Stock Holding History

Byrne Asset 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
2024 Q1	–	Sell	-200	Closed	-$5.64K	–	566
2023 Q4	$5.64K	Buy	+200	New	+$4.59K	﹤0.01%	404

Other funds holding OEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Byrne Asset Management's OEC Position: Q1 2024 in Review

Byrne Asset Management sold out of Orion (OEC) in Q1 2024, closing a stake of 200 shares — an estimated $5.64K sold.

Byrne Asset Management first reported a position in OEC in Q4 2023 and held it in 1 quarter. The position peaked at $5.64K in Q4 2023. 196 funds tracked by Wall St. Rank hold OEC as of Q1 2024.

Byrne Asset Management reported no remaining Orion position as of Q1 2024 after selling out during the quarter.
Byrne Asset Management sold 200 Orion shares in Q1 2024, an estimated $5.64K.
Byrne Asset Management first reported a position in Orion in Q4 2023 and held it in 1 quarter.
Byrne Asset Management's Orion position peaked at $5.64K in Q4 2023.
196 funds tracked by Wall St. Rank held Orion as of Q1 2024.

Based on Byrne Asset Management's 13F filing for Q1 2024, filed 22 Apr 2024.