EI
ORAN

Ellevest Inc’s Orange ORAN Stock Holding History

Ellevest Inc’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37,013
Closed -$425K – 463
2024
Q3 		$425K Buy
37,013
+2,858
+8% +$32.4K 0.02% 256
2024
Q2 		$341K Buy
34,155
+3,518
+11% +$39.2K 0.02% 297
2024
Q1 		$361K Sell
30,637
-4,531
-13% -$53K 0.02% 277
2023
Q4 		$402K Buy
35,168
+2,856
+9% +$33.5K 0.03% 234
2023
Q3 		$371K Buy
32,312
+6,600
+26% +$75.5K 0.03% 219
2023
Q2 		$299K Buy
25,712
+1,985
+8% +$24.1K 0.02% 273
2023
Q1 		$283K Buy
23,727
+1,704
+8% +$18.8K 0.02% 258
2022
Q4 		$218K Buy
22,023
+13,073
+146% +$126K 0.02% 282
2022
Q3 		$80K Buy
8,950
+2,244
+33% +$22.9K 0.01% 464
2022
Q2 		$79K Buy
6,706
+1,081
+19% +$12.9K 0.01% 467
2022
Q1 		$66K Sell
5,625
-1,828
-25% -$21.3K 0.01% 474
2021
Q4 		$79K Buy
7,453
+4,675
+168% +$50.6K 0.01% 427
2021
Q3 		$30K Sell
2,778
-1,148
-29% -$12.9K ﹤0.01% 589
2021
Q2 		$45K Buy
3,926
+558
+17% +$6.97K ﹤0.01% 500
2021
Q1 		$42K Sell
3,368
-458
-12% -$5.53K 0.01% 516
2020
Q4 		$45K Buy
3,826
+124
+3% +$1.45K 0.01% 488
2020
Q3 		$38K Buy
3,702
+1,198
+48% +$13.9K 0.01% 422
2020
Q2 		$30K Buy
2,504
+1,432
+134% +$17.1K 0.01% 435
2020
Q1 		$13K Buy
1,072
+855
+394% +$11.6K ﹤0.01% 516
2019
Q4 		$3K Buy
+217
New +$3.41K ﹤0.01% 662
2019
Q3 		– Sell
-300
Closed -$5K – 625
2019
Q2 		$5K Buy
+300
New +$4.74K ﹤0.01% 303

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Ellevest Inc's ORAN Position: Q4 2024 in Review

Ellevest Inc sold out of Orange (ORAN) in Q4 2024, closing a stake of 37,013 shares — an estimated $425K sold.

Ellevest Inc first reported a position in ORAN in Q2 2019 and held it in 21 quarters. The position peaked at $425K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Ellevest Inc reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Ellevest Inc sold 37,013 Orange shares in Q4 2024, an estimated $425K.
  • Ellevest Inc first reported a position in Orange in Q2 2019 and held it in 21 quarters.
  • Ellevest Inc's Orange position peaked at $425K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Ellevest Inc's 13F filing for Q4 2024, filed 14 Feb 2025.