CI Investments Inc’s Orion OEC Stock Holding History

CI Investments Inc’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
2022 Q3	–	Sell	-82,478	Closed	-$1.28M	–	1324
2022 Q2	$1.28M	Buy	+82,478	New	+$1.38M	0.01%	364

Other funds holding OEC

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

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

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

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

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CI Investments Inc's OEC Position: Q3 2022 in Review

CI Investments Inc sold out of Orion (OEC) in Q3 2022, closing a stake of 82,478 shares — an estimated $1.28M sold.

CI Investments Inc first reported a position in OEC in Q2 2022 and held it in 1 quarter. The position peaked at $1.28M in Q2 2022. 157 funds tracked by Wall St. Rank hold OEC as of Q3 2022.

CI Investments Inc reported no remaining Orion position as of Q3 2022 after selling out during the quarter.
CI Investments Inc sold 82,478 Orion shares in Q3 2022, an estimated $1.28M.
CI Investments Inc first reported a position in Orion in Q2 2022 and held it in 1 quarter.
CI Investments Inc's Orion position peaked at $1.28M in Q2 2022.
157 funds tracked by Wall St. Rank held Orion as of Q3 2022.

Based on CI Investments Inc's 13F filing for Q3 2022, filed 14 Nov 2022.