ClearBridge Investments
OEC icon

ClearBridge Investments’s Orion OEC Stock Holding History

ClearBridge 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
2019
Q1 		– Sell
-382
Closed -$10K – 1115
2018
Q4 		$10K Buy
382
+185
+94% +$4.83K ﹤0.01% 1017
2018
Q3 		$6K Hold
197
– – ﹤0.01% 1081
2018
Q2 		$6K Buy
+197
New +$5.73K ﹤0.01% 1048

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

ClearBridge Investments's OEC Position: Q1 2019 in Review

ClearBridge Investments sold out of Orion (OEC) in Q1 2019, closing a stake of 382 shares — an estimated $10K sold.

ClearBridge Investments first reported a position in OEC in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q4 2018. 125 funds tracked by Wall St. Rank hold OEC as of Q1 2019.

  • ClearBridge Investments reported no remaining Orion position as of Q1 2019 after selling out during the quarter.
  • ClearBridge Investments sold 382 Orion shares in Q1 2019, an estimated $10K.
  • ClearBridge Investments first reported a position in Orion in Q2 2018 and held it in 3 quarters.
  • ClearBridge Investments's Orion position peaked at $10K in Q4 2018.
  • 125 funds tracked by Wall St. Rank held Orion as of Q1 2019.

Based on ClearBridge Investments's 13F filing for Q1 2019, filed 15 May 2019.