Cerity Partners
ORAN

Cerity Partners’s Orange ORAN Stock Holding History

Cerity Partners’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
2024
Q4 		– Sell
-100,856
Closed -$1.16M – 2645
2024
Q3 		$1.16M Buy
100,856
+28,404
+39% +$322K ﹤0.01% 1334
2024
Q2 		$724K Sell
72,452
-17,658
-20% -$197K ﹤0.01% 1369
2024
Q1 		$1.06M Buy
90,110
+8,181
+10% +$95.6K ﹤0.01% 1246
2023
Q4 		$936K Buy
81,929
+4,630
+6% +$54.4K ﹤0.01% 1011
2023
Q3 		$888K Sell
77,299
-31,433
-29% -$359K ﹤0.01% 788
2023
Q2 		$1.27M Buy
108,732
+21,650
+25% +$263K ﹤0.01% 851
2023
Q1 		$2.68M Buy
87,082
+15,950
+22% +$176K 0.01% 629
2022
Q4 		$703K Sell
71,132
-22,081
-24% -$213K ﹤0.01% 800
2022
Q3 		$838K Buy
93,213
+10,662
+13% +$109K 0.01% 554
2022
Q2 		$971K Buy
+82,551
New +$989K 0.01% 558
2022
Q1 		– Sell
-10,697
Closed -$112K – 1138
2021
Q4 		$112K Buy
+10,697
New +$116K ﹤0.01% 974

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Cerity Partners's ORAN Position: Q4 2024 in Review

Cerity Partners sold out of Orange (ORAN) in Q4 2024, closing a stake of 100,856 shares — an estimated $1.16M sold.

Cerity Partners first reported a position in ORAN in Q4 2021 and held it in 11 quarters. The position peaked at $2.68M in Q1 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Cerity Partners reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 100,856 Orange shares in Q4 2024, an estimated $1.16M.
  • Cerity Partners first reported a position in Orange in Q4 2021 and held it in 11 quarters.
  • Cerity Partners's Orange position peaked at $2.68M in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.