Csenge Advisory Group’s Orion OEC Stock Holding History

Csenge Advisory Group’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
2023 Q3	–	Sell	-22,008	Closed	-$467K	–	680
2023 Q2	$467K	Buy	+22,008	New	+$530K	0.03%	394

Other funds holding OEC

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MPMG

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

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

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

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

Csenge Advisory Group's OEC Position: Q3 2023 in Review

Csenge Advisory Group sold out of Orion (OEC) in Q3 2023, closing a stake of 22,008 shares — an estimated $467K sold.

Csenge Advisory Group first reported a position in OEC in Q2 2023 and held it in 1 quarter. The position peaked at $467K in Q2 2023. 182 funds tracked by Wall St. Rank hold OEC as of Q3 2023.

Csenge Advisory Group reported no remaining Orion position as of Q3 2023 after selling out during the quarter.
Csenge Advisory Group sold 22,008 Orion shares in Q3 2023, an estimated $467K.
Csenge Advisory Group first reported a position in Orion in Q2 2023 and held it in 1 quarter.
Csenge Advisory Group's Orion position peaked at $467K in Q2 2023.
182 funds tracked by Wall St. Rank held Orion as of Q3 2023.

Based on Csenge Advisory Group's 13F filing for Q3 2023, filed 1 Nov 2023.