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Ergoteles’s Orion Energy Systems OESX Stock Holding History

Ergoteles’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
2021
Q4 		– Sell
-5,313
Closed -$207K – 1488
2021
Q3 		$207K Sell
5,313
-2,199
-29% -$102K 0.01% 973
2021
Q2 		$430K Buy
+7,512
New +$456K 0.01% 883

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ergoteles's OESX Position: Q4 2021 in Review

Ergoteles sold out of Orion Energy Systems (OESX) in Q4 2021, closing a stake of 5,313 shares — an estimated $207K sold.

Ergoteles first reported a position in OESX in Q2 2021 and held it in 2 quarters. The position peaked at $430K in Q2 2021. 75 funds tracked by Wall St. Rank hold OESX as of Q4 2021.

  • Ergoteles reported no remaining Orion Energy Systems position as of Q4 2021 after selling out during the quarter.
  • Ergoteles sold 5,313 Orion Energy Systems shares in Q4 2021, an estimated $207K.
  • Ergoteles first reported a position in Orion Energy Systems in Q2 2021 and held it in 2 quarters.
  • Ergoteles's Orion Energy Systems position peaked at $430K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.