Fidelity Investments’s Orion Energy Systems OESX Stock Holding History

Fidelity Investments’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	-2	Closed	-$27	–	5453
2023 Q2	$27	Buy	+2	New	+$33	﹤0.01%	5122
2023 Q1	–	Sell	-43	Closed	-$774	–	5454
2022 Q4	$774	Buy	+43	New	+$798	﹤0.01%	4692
2021 Q4	–	Sell	-7,830	Closed	-$305K	–	4758
2021 Q3	$305K	Sell	7,830 -39,450	-83%	-$1.82M	﹤0.01%	2882
2021 Q2	$2.71M	Buy	47,280 +4,401	+10%	+$267K	﹤0.01%	2485
2021 Q1	$2.98M	Buy	+42,879	New	+$4M	﹤0.01%	2383
2020 Q4	–	Sell	-1	Closed	–	–	4161
2020 Q3	$0	Buy	+1	New	+$54	﹤0.01%	3902
2020 Q2	–	Sell	-6	Closed	–	–	3996
2020 Q1	$0	Buy	+6	New	+$263	﹤0.01%	4071

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Fidelity Investments's OESX Position: Q3 2023 in Review

Fidelity Investments sold out of Orion Energy Systems (OESX) in Q3 2023, closing a stake of 2 shares — an estimated $27 sold.

Fidelity Investments first reported a position in OESX in Q1 2020 and held it in 7 quarters. The position peaked at $2.98M in Q1 2021. 52 funds tracked by Wall St. Rank hold OESX as of Q3 2023.

Fidelity Investments reported no remaining Orion Energy Systems position as of Q3 2023 after selling out during the quarter.
Fidelity Investments sold 2 Orion Energy Systems shares in Q3 2023, an estimated $27.
Fidelity Investments first reported a position in Orion Energy Systems in Q1 2020 and held it in 7 quarters.
Fidelity Investments's Orion Energy Systems position peaked at $2.98M in Q1 2021.
52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.