Crewe Advisors’s Ormat Technologies ORA Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-2	Closed	-$140	–	616
2023 Q3	$140	Hold	2	–	–	﹤0.01%	489
2023 Q2	$161	Buy	+2	New	+$169	﹤0.01%	752

Other funds holding ORA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crewe Advisors's ORA Position: Q4 2023 in Review

Crewe Advisors sold out of Ormat Technologies (ORA) in Q4 2023, closing a stake of 2 shares — an estimated $140 sold.

Crewe Advisors first reported a position in ORA in Q2 2023 and held it in 2 quarters. The position peaked at $161 in Q2 2023. 278 funds tracked by Wall St. Rank hold ORA as of Q4 2023.

Crewe Advisors reported no remaining Ormat Technologies position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 2 Ormat Technologies shares in Q4 2023, an estimated $140.
Crewe Advisors first reported a position in Ormat Technologies in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Ormat Technologies position peaked at $161 in Q2 2023.
278 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.