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Dean Investment Associates’s Orion OEC Stock Holding History

Dean Investment Associates’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
Q3 		– Sell
-141,919
Closed -$1.49M – 211
2025
Q2 		$1.49M Buy
141,919
+76,978
+119% +$870K 0.22% 161
2025
Q1 		$840K Buy
64,941
+19,980
+44% +$282K 0.12% 193
2024
Q4 		$710K Sell
44,961
-49,731
-53% -$840K 0.1% 195
2024
Q3 		$1.69M Sell
94,692
-403
-0.4% -$7.76K 0.23% 173
2024
Q2 		$2.09M Buy
+95,095
New +$2.29M 0.3% 148

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dean Investment Associates's OEC Position: Q3 2025 in Review

Dean Investment Associates sold out of Orion (OEC) in Q3 2025, closing a stake of 141,919 shares — an estimated $1.49M sold.

Dean Investment Associates first reported a position in OEC in Q2 2024 and held it in 5 quarters. The position peaked at $2.09M in Q2 2024. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

  • Dean Investment Associates reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
  • Dean Investment Associates sold 141,919 Orion shares in Q3 2025, an estimated $1.49M.
  • Dean Investment Associates first reported a position in Orion in Q2 2024 and held it in 5 quarters.
  • Dean Investment Associates's Orion position peaked at $2.09M in Q2 2024.
  • 177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on Dean Investment Associates's 13F filing for Q3 2025, filed 14 Nov 2025.