Dimensional Fund Advisors
OESX icon

Dimensional Fund Advisors’s Orion Energy Systems OESX Stock Holding History

Dimensional Fund Advisors’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,227
Closed -$19.3K – 3423
2023
Q4 		$19.3K Sell
2,227
-7,988
-78% -$78.7K ﹤0.01% 3392
2023
Q3 		$129K Sell
10,215
-8,398
-45% -$130K ﹤0.01% 3286
2023
Q2 		$303K Sell
18,613
-3,353
-15% -$54.8K ﹤0.01% 3157
2023
Q1 		$446K Sell
21,966
-2,697
-11% -$51.1K ﹤0.01% 3053
2022
Q4 		$449 Buy
24,663
+601
+2% +$11.2K ﹤0.01% 3053
2022
Q3 		$375K Sell
24,062
-17,594
-42% -$312K ﹤0.01% 3105
2022
Q2 		$837K Buy
41,656
+15,906
+62% +$391K ﹤0.01% 2953
2022
Q1 		$721K Buy
25,750
+13,417
+109% +$431K ﹤0.01% 3070
2021
Q4 		$446K Buy
12,333
+2,715
+28% +$105K ﹤0.01% 3191
2021
Q3 		$374K Sell
9,618
-952
-9% -$44K ﹤0.01% 3237
2021
Q2 		$606K Sell
10,570
-90
-0.8% -$5.46K ﹤0.01% 3122
2021
Q1 		$742K Buy
10,660
+2,932
+38% +$274K ﹤0.01% 3071
2020
Q4 		$763K Sell
7,728
-19
-0.2% -$1.64K ﹤0.01% 3028
2020
Q3 		$587K Buy
7,747
+1,262
+19% +$68.7K ﹤0.01% 3026
2020
Q2 		$224K Buy
6,485
+2,590
+66% +$106K ﹤0.01% 3200
2020
Q1 		$144K Buy
3,895
+354
+10% +$15.5K ﹤0.01% 3235
2019
Q4 		$119K Buy
3,541
+870
+33% +$26.1K ﹤0.01% 3304
2019
Q3 		$76K Hold
2,671
– – ﹤0.01% 3363
2019
Q2 		$79K Buy
+2,671
New +$53.1K ﹤0.01% 3410
2017
Q4 		– Sell
-30,725
Closed -$344K – 3336
2017
Q3 		$344K Sell
30,725
-14,782
-32% -$158K ﹤0.01% 3152
2017
Q2 		$582K Sell
45,507
-2,362
-5% -$35K ﹤0.01% 3068
2017
Q1 		$948K Buy
47,869
+2,014
+4% +$40.2K ﹤0.01% 2986
2016
Q4 		$995K Sell
45,855
-1,189
-3% -$20.7K ﹤0.01% 2962
2016
Q3 		$626K Sell
47,044
-3,184
-6% -$42.6K ﹤0.01% 3027
2016
Q2 		$583K Sell
50,228
-3,595
-7% -$48.4K ﹤0.01% 3022
2016
Q1 		$748K Sell
53,823
-2,909
-5% -$47.7K ﹤0.01% 2982
2015
Q4 		$1.23M Sell
56,732
-3,298
-5% -$67.1K ﹤0.01% 2919
2015
Q3 		$1.08M Sell
60,030
-4,714
-7% -$99.7K ﹤0.01% 2981
2015
Q2 		$1.63M Sell
64,744
-1,847
-3% -$54.1K ﹤0.01% 2905
2015
Q1 		$2.09M Sell
66,591
-2,657
-4% -$109K ﹤0.01% 2816
2014
Q4 		$3.81M Buy
69,248
+1,195
+2% +$60.2K ﹤0.01% 2661
2014
Q3 		$3.64M Sell
68,053
-1,039
-2% -$50.6K ﹤0.01% 2647
2014
Q2 		$2.81M Buy
69,092
+462
+0.7% +$22.7K ﹤0.01% 2762
2014
Q1 		$4.98M Buy
68,630
+8,186
+14% +$515K ﹤0.01% 2557
2013
Q4 		$4.11M Buy
60,444
+7,052
+13% +$374K ﹤0.01% 2633
2013
Q3 		$2.01M Buy
53,392
+2,510
+5% +$85.5K ﹤0.01% 2856
2013
Q2 		$1.26M Buy
+50,882
New +$1.2M ﹤0.01% 2959

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors's OESX Position: Q1 2024 in Review

Dimensional Fund Advisors sold out of Orion Energy Systems (OESX) in Q1 2024, closing a stake of 2,227 shares — an estimated $19.3K sold.

Dimensional Fund Advisors first reported a position in OESX in Q2 2013 and held it in 37 quarters. The position peaked at $4.98M in Q1 2014. 47 funds tracked by Wall St. Rank hold OESX as of Q1 2024.

  • Dimensional Fund Advisors reported no remaining Orion Energy Systems position as of Q1 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2,227 Orion Energy Systems shares in Q1 2024, an estimated $19.3K.
  • Dimensional Fund Advisors first reported a position in Orion Energy Systems in Q2 2013 and held it in 37 quarters.
  • Dimensional Fund Advisors's Orion Energy Systems position peaked at $4.98M in Q1 2014.
  • 47 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2024.

Based on Dimensional Fund Advisors's 13F filing for Q1 2024, filed 10 May 2024.