FORA Capital’s Orion OEC Stock Holding History

FORA Capital’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
2020 Q2	–	Sell	-7,135	Closed	-$53K	–	1186
2020 Q1	$53K	Buy	+7,135	New	+$103K	0.01%	758

Other funds holding OEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FORA Capital's OEC Position: Q2 2020 in Review

FORA Capital sold out of Orion (OEC) in Q2 2020, closing a stake of 7,135 shares — an estimated $53K sold.

FORA Capital first reported a position in OEC in Q1 2020 and held it in 1 quarter. The position peaked at $53K in Q1 2020. 136 funds tracked by Wall St. Rank hold OEC as of Q2 2020.

FORA Capital reported no remaining Orion position as of Q2 2020 after selling out during the quarter.
FORA Capital sold 7,135 Orion shares in Q2 2020, an estimated $53K.
FORA Capital first reported a position in Orion in Q1 2020 and held it in 1 quarter.
FORA Capital's Orion position peaked at $53K in Q1 2020.
136 funds tracked by Wall St. Rank held Orion as of Q2 2020.

Based on FORA Capital's 13F filing for Q2 2020, filed 14 Aug 2020.