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GMT Capital’s Orion OEC Stock Holding History

GMT 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
2024
Q1 		– Sell
-1,189,277
Closed -$33M – 63
2023
Q4 		$33M Hold
1,189,277
– – 1.24% 24
2023
Q3 		$25.3M Buy
1,189,277
+322,577
+37% +$7.04M 0.95% 25
2023
Q2 		$18.4M Buy
866,700
+127,800
+17% +$3.08M 0.7% 27
2023
Q1 		$19.3M Buy
738,900
+172,900
+31% +$3.91M 0.76% 29
2022
Q4 		$10.1M Buy
+566,000
New +$9.52M 0.47% 42

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

GMT Capital's OEC Position: Q1 2024 in Review

GMT Capital sold out of Orion (OEC) in Q1 2024, closing a stake of 1,189,277 shares — an estimated $33M sold.

GMT Capital first reported a position in OEC in Q4 2022 and held it in 5 quarters. The position peaked at $33M in Q4 2023. 196 funds tracked by Wall St. Rank hold OEC as of Q1 2024.

  • GMT Capital reported no remaining Orion position as of Q1 2024 after selling out during the quarter.
  • GMT Capital sold 1,189,277 Orion shares in Q1 2024, an estimated $33M.
  • GMT Capital first reported a position in Orion in Q4 2022 and held it in 5 quarters.
  • GMT Capital's Orion position peaked at $33M in Q4 2023.
  • 196 funds tracked by Wall St. Rank held Orion as of Q1 2024.

Based on GMT Capital's 13F filing for Q1 2024, filed 13 May 2024.