Federated Hermes
OEC icon

Federated Hermes’s Orion OEC Stock Holding History

Federated Hermes’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
2026
Q1 		– Sell
-3,609
Closed -$19.1K – 2131
2025
Q4 		$19.1K Buy
+3,609
New +$19.6K ﹤0.01% 1770
2024
Q4 		– Sell
-25,420
Closed -$453K – 2158
2024
Q3 		$453K Sell
25,420
-32,123
-56% -$619K ﹤0.01% 1352
2024
Q2 		$1.26M Buy
57,543
+7,663
+15% +$184K ﹤0.01% 1034
2024
Q1 		$1.17M Buy
49,880
+37,756
+311% +$873K ﹤0.01% 1082
2023
Q4 		$336K Sell
12,124
-1,453
-11% -$33.3K ﹤0.01% 1429
2023
Q3 		$289K Sell
13,577
-2
-0% -$44 ﹤0.01% 1473
2023
Q2 		$288K Sell
13,579
-1,507
-10% -$36.3K ﹤0.01% 1504
2023
Q1 		$394K Buy
+15,086
New +$341K ﹤0.01% 1463
2022
Q3 		– Sell
-65,192
Closed -$1.01M – 2215
2022
Q2 		$1.01M Buy
65,192
+65,104
+73,982% +$1.09M ﹤0.01% 1142
2022
Q1 		$1K Sell
88
-92,081
-100% -$1.59M ﹤0.01% 2108
2021
Q4 		$1.69M Buy
92,169
+92,153
+575,956% +$1.72M ﹤0.01% 1097
2021
Q3 		$1K Buy
+16
New +$286 ﹤0.01% 2152
2020
Q2 		– Sell
-39,375
Closed -$294K – 2338
2020
Q1 		$294K Buy
+39,375
New +$570K ﹤0.01% 1509
2019
Q2 		– Sell
-421,954
Closed -$8.01M – 2201
2019
Q1 		$8.01M Sell
421,954
-81,159
-16% -$2.04M 0.02% 642
2018
Q4 		$12.7M Sell
503,113
-22,351
-4% -$583K 0.03% 421
2018
Q3 		$16.9M Buy
525,464
+394,882
+302% +$13.1M 0.04% 397
2018
Q2 		$4.03M Buy
+130,582
New +$3.8M 0.01% 754

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes's OEC Position: Q1 2026 in Review

Federated Hermes sold out of Orion (OEC) in Q1 2026, closing a stake of 3,609 shares — an estimated $19.1K sold.

Federated Hermes first reported a position in OEC in Q2 2018 and held it in 17 quarters. The position peaked at $16.9M in Q3 2018. 181 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Federated Hermes reported no remaining Orion position as of Q1 2026 after selling out during the quarter.
  • Federated Hermes sold 3,609 Orion shares in Q1 2026, an estimated $19.1K.
  • Federated Hermes first reported a position in Orion in Q2 2018 and held it in 17 quarters.
  • Federated Hermes's Orion position peaked at $16.9M in Q3 2018.
  • 181 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.