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Denali Advisors’s Orion OEC Stock Holding History

Denali Advisors’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
2024
Q4 		– Sell
-86,700
Closed -$1.54M – 302
2024
Q3 		$1.54M Buy
86,700
+54,000
+165% +$1.04M 0.17% 144
2024
Q2 		$717K Buy
32,700
+16,400
+101% +$395K 0.2% 113
2024
Q1 		$383K Buy
+16,300
New +$377K 0.11% 159
2022
Q3 		– Sell
-2,400
Closed -$37K – 397
2022
Q2 		$37K Sell
2,400
-108,941
-98% -$1.83M 0.02% 243
2022
Q1 		$1.78M Buy
111,341
+14,245
+15% +$245K 0.69% 50
2021
Q4 		$1.78M Buy
97,096
+16,700
+21% +$311K 0.67% 56
2021
Q3 		$1.47M Sell
80,396
-14,000
-15% -$251K 0.61% 58
2021
Q2 		$1.79M Hold
94,396
– – 0.69% 55
2021
Q1 		$1.86M Buy
94,396
+48
+0.1% +$864 0.57% 61
2020
Q4 		$1.62M Buy
94,348
+30,748
+48% +$469K 0.28% 118
2020
Q3 		$796K Buy
63,600
+7,000
+12% +$83.9K 0.16% 150
2020
Q2 		$599K Buy
+56,600
New +$523K 0.12% 194

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Denali Advisors's OEC Position: Q4 2024 in Review

Denali Advisors sold out of Orion (OEC) in Q4 2024, closing a stake of 86,700 shares — an estimated $1.54M sold.

Denali Advisors first reported a position in OEC in Q2 2020 and held it in 12 quarters. The position peaked at $1.86M in Q1 2021. 185 funds tracked by Wall St. Rank hold OEC as of Q4 2024.

  • Denali Advisors reported no remaining Orion position as of Q4 2024 after selling out during the quarter.
  • Denali Advisors sold 86,700 Orion shares in Q4 2024, an estimated $1.54M.
  • Denali Advisors first reported a position in Orion in Q2 2020 and held it in 12 quarters.
  • Denali Advisors's Orion position peaked at $1.86M in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Orion as of Q4 2024.

Based on Denali Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.