EVR Research’s Orion OEC Stock Holding History

EVR Research’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
2025 Q1	–	Sell	-800,000	Closed	-$12.6M	–	41
2024 Q4	$12.6M	Buy	+800,000	New	+$13.5M	4.23%	8
2022 Q2	–	Sell	-570,063	Closed	-$9.1M	–	41
2022 Q1	$9.1M	Buy	+570,063	New	+$9.82M	3.36%	14

Other funds holding OEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EVR Research's OEC Position: Q1 2025 in Review

EVR Research sold out of Orion (OEC) in Q1 2025, closing a stake of 800,000 shares — an estimated $12.6M sold.

EVR Research first reported a position in OEC in Q1 2022 and held it in 2 quarters. The position peaked at $12.6M in Q4 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

EVR Research reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
EVR Research sold 800,000 Orion shares in Q1 2025, an estimated $12.6M.
EVR Research first reported a position in Orion in Q1 2022 and held it in 2 quarters.
EVR Research's Orion position peaked at $12.6M in Q4 2024.
199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on EVR Research's 13F filing for Q1 2025, filed 14 May 2025.