Evercore Wealth Management’s Orion Energy Systems OESX Stock Holding History

Evercore Wealth 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
2021 Q2	–	Sell	-2,791	Closed	-$194K	–	433
2021 Q1	$194K	Buy	+2,791	New	+$261K	﹤0.01%	425
2017 Q2	–	Sell	-10,622	Closed	-$210K	–	1019
2017 Q1	$210K	Buy	10,622 +9,282	+693%	+$185K	0.01%	356
2016 Q4	$29K	Hold	1,340	–	–	﹤0.01%	701
2016 Q3	$18K	Hold	1,340	–	–	﹤0.01%	786
2016 Q2	$16K	Hold	1,340	–	–	﹤0.01%	793
2016 Q1	$19K	Hold	1,340	–	–	﹤0.01%	731
2015 Q4	$29K	Hold	1,340	–	–	﹤0.01%	698
2015 Q3	$24K	Hold	1,340	–	–	﹤0.01%	712
2015 Q2	$34K	Hold	1,340	–	–	﹤0.01%	701
2015 Q1	$42K	Hold	1,340	–	–	﹤0.01%	653
2014 Q4	$74K	Hold	1,340	–	–	﹤0.01%	502
2014 Q3	$72K	Hold	1,340	–	–	﹤0.01%	562
2014 Q2	$55K	Buy	1,340 +500	+60%	+$24.5K	﹤0.01%	599
2014 Q1	$61K	Hold	840	–	–	﹤0.01%	568
2013 Q4	$57K	Hold	840	–	–	﹤0.01%	543
2013 Q3	$32K	Hold	840	–	–	﹤0.01%	619
2013 Q2	$21K	Buy	+840	New	+$19.8K	﹤0.01%	656

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Evercore Wealth Management's OESX Position: Q2 2021 in Review

Evercore Wealth Management sold out of Orion Energy Systems (OESX) in Q2 2021, closing a stake of 2,791 shares — an estimated $194K sold.

Evercore Wealth Management first reported a position in OESX in Q2 2013 and held it in 17 quarters. The position peaked at $210K in Q1 2017. 82 funds tracked by Wall St. Rank hold OESX as of Q2 2021.

Evercore Wealth Management reported no remaining Orion Energy Systems position as of Q2 2021 after selling out during the quarter.
Evercore Wealth Management sold 2,791 Orion Energy Systems shares in Q2 2021, an estimated $194K.
Evercore Wealth Management first reported a position in Orion Energy Systems in Q2 2013 and held it in 17 quarters.
Evercore Wealth Management's Orion Energy Systems position peaked at $210K in Q1 2017.
82 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2021.

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