Envestnet Asset Management
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Envestnet Asset Management’s Orion Energy Systems OESX Stock Holding History

Envestnet Asset Management’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
2023
Q3 		– Sell
-1,611
Closed -$26.3K – 4118
2023
Q2 		$26.3K Buy
+1,611
New +$26.3K ﹤0.01% 3912
2015
Q4 		– Sell
-682
Closed -$12K – 3051
2015
Q3 		$12K Buy
+682
New +$14.4K ﹤0.01% 2977

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 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
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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

Envestnet Asset Management's OESX Position: Q3 2023 in Review

Envestnet Asset Management sold out of Orion Energy Systems (OESX) in Q3 2023, closing a stake of 1,611 shares — an estimated $26.3K sold.

Envestnet Asset Management first reported a position in OESX in Q3 2015 and held it in 2 quarters. The position peaked at $26.3K in Q2 2023. 52 funds tracked by Wall St. Rank hold OESX as of Q3 2023.

  • Envestnet Asset Management reported no remaining Orion Energy Systems position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 1,611 Orion Energy Systems shares in Q3 2023, an estimated $26.3K.
  • Envestnet Asset Management first reported a position in Orion Energy Systems in Q3 2015 and held it in 2 quarters.
  • Envestnet Asset Management's Orion Energy Systems position peaked at $26.3K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.