ClearBridge Investments
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ClearBridge Investments’s Ormat Technologies ORA Stock Holding History

ClearBridge Investments’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-303,281
Closed -$23M – 769
2023
Q4 		$23M Sell
303,281
-20,851
-6% -$1.42M 0.02% 450
2023
Q3 		$22.7M Sell
324,132
-1,385
-0.4% -$107K 0.02% 409
2023
Q2 		$26.2M Buy
325,517
+7,148
+2% +$605K 0.02% 403
2023
Q1 		$27M Buy
+318,369
New +$27.9M 0.03% 399
2020
Q4 		– Sell
-134,120
Closed -$7.93M – 813
2020
Q3 		$7.93M Buy
134,120
+15,852
+13% +$956K 0.01% 546
2020
Q2 		$7.51M Buy
118,268
+11,611
+11% +$760K 0.01% 537
2020
Q1 		$7.22M Buy
106,657
+4,282
+4% +$323K 0.01% 516
2019
Q4 		$7.67M Buy
102,375
+9,601
+10% +$727K 0.01% 567
2019
Q3 		$6.89M Buy
92,774
+10,980
+13% +$757K 0.01% 570
2019
Q2 		$5.18M Buy
81,794
+2,568
+3% +$153K ﹤0.01% 574
2019
Q1 		$4.37M Buy
79,226
+660
+0.8% +$36.6K ﹤0.01% 588
2018
Q4 		$4.11M Buy
78,566
+290
+0.4% +$15.3K ﹤0.01% 596
2018
Q3 		$4.24M Sell
78,276
-8,388
-10% -$445K ﹤0.01% 602
2018
Q2 		$4.61M Buy
86,664
+22,310
+35% +$1.22M ﹤0.01% 526
2018
Q1 		$3.63M Sell
64,354
-2,696
-4% -$168K ﹤0.01% 528
2017
Q4 		$4.29M Buy
67,050
+165
+0.2% +$10.5K ﹤0.01% 531
2017
Q3 		$4.08M Buy
+66,885
New +$3.86M ﹤0.01% 527
2015
Q4 		– Sell
-187
Closed -$6K – 1158
2015
Q3 		$6K Buy
+187
New +$6.92K ﹤0.01% 1111

Other funds holding ORA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments's ORA Position: Q1 2024 in Review

ClearBridge Investments sold out of Ormat Technologies (ORA) in Q1 2024, closing a stake of 303,281 shares — an estimated $23M sold.

ClearBridge Investments first reported a position in ORA in Q3 2015 and held it in 18 quarters. The position peaked at $27M in Q1 2023. 287 funds tracked by Wall St. Rank hold ORA as of Q1 2024.

  • ClearBridge Investments reported no remaining Ormat Technologies position as of Q1 2024 after selling out during the quarter.
  • ClearBridge Investments sold 303,281 Ormat Technologies shares in Q1 2024, an estimated $23M.
  • ClearBridge Investments first reported a position in Ormat Technologies in Q3 2015 and held it in 18 quarters.
  • ClearBridge Investments's Ormat Technologies position peaked at $27M in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2024.

Based on ClearBridge Investments's 13F filing for Q1 2024, filed 13 May 2024.