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Disciplined Investments’s Ormat Technologies ORA Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-11
Closed -$885 – 1114
2023
Q2 		$885 Sell
11
-1
-8% -$85 ﹤0.01% 1022
2023
Q1 		$1.02K Sell
12
-1
-8% -$88 ﹤0.01% 945
2022
Q4 		$1.12K Sell
13
-1
-7% -$90 ﹤0.01% 858
2022
Q3 		$1K Hold
14
– – ﹤0.01% 1021
2022
Q2 		$1K Buy
14
+4
+40% +$315 ﹤0.01% 1052
2022
Q1 		$1K Buy
+10
New +$732 ﹤0.01% 1114

Other funds holding ORA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's ORA Position: Q3 2023 in Review

Disciplined Investments sold out of Ormat Technologies (ORA) in Q3 2023, closing a stake of 11 shares — an estimated $885 sold.

Disciplined Investments first reported a position in ORA in Q1 2022 and held it in 6 quarters. The position peaked at $1.12K in Q4 2022. 283 funds tracked by Wall St. Rank hold ORA as of Q3 2023.

  • Disciplined Investments reported no remaining Ormat Technologies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Ormat Technologies shares in Q3 2023, an estimated $885.
  • Disciplined Investments first reported a position in Ormat Technologies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Ormat Technologies position peaked at $1.12K in Q4 2022.
  • 283 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.