CIBC World Markets’s Orion OEC Stock Holding History

CIBC World Markets’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 Q2	–	Sell	-12,647	Closed	-$164K	–	1815
2025 Q1	$164K	Buy	+12,647	New	+$179K	﹤0.01%	1517

Other funds holding OEC

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

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

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

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

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CIBC World Markets's OEC Position: Q2 2025 in Review

CIBC World Markets sold out of Orion (OEC) in Q2 2025, closing a stake of 12,647 shares — an estimated $164K sold.

CIBC World Markets first reported a position in OEC in Q1 2025 and held it in 1 quarter. The position peaked at $164K in Q1 2025. 191 funds tracked by Wall St. Rank hold OEC as of Q2 2025.

CIBC World Markets reported no remaining Orion position as of Q2 2025 after selling out during the quarter.
CIBC World Markets sold 12,647 Orion shares in Q2 2025, an estimated $164K.
CIBC World Markets first reported a position in Orion in Q1 2025 and held it in 1 quarter.
CIBC World Markets's Orion position peaked at $164K in Q1 2025.
191 funds tracked by Wall St. Rank held Orion as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.