Eaton Vance Management’s Orion OEC Stock Holding History

Eaton Vance Management’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
2021 Q2	–	Sell	-291	Closed	-$6K	–	2953
2021 Q1	$6K	Buy	+291	New	+$5.24K	﹤0.01%	2523

Other funds holding OEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

MPMG

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Eaton Vance Management's OEC Position: Q2 2021 in Review

Eaton Vance Management sold out of Orion (OEC) in Q2 2021, closing a stake of 291 shares — an estimated $6K sold.

Eaton Vance Management first reported a position in OEC in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 149 funds tracked by Wall St. Rank hold OEC as of Q2 2021.

Eaton Vance Management reported no remaining Orion position as of Q2 2021 after selling out during the quarter.
Eaton Vance Management sold 291 Orion shares in Q2 2021, an estimated $6K.
Eaton Vance Management first reported a position in Orion in Q1 2021 and held it in 1 quarter.
Eaton Vance Management's Orion position peaked at $6K in Q1 2021.
149 funds tracked by Wall St. Rank held Orion as of Q2 2021.

Based on Eaton Vance Management's 13F filing for Q2 2021, filed 16 Aug 2021.