GI
OEC icon

Gradient Investments’s Orion OEC Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-1,003
Closed -$13K – 1615
2022
Q3 		$13K Buy
1,003
+1
+0.1% +$16 ﹤0.01% 753
2022
Q2 		$16K Buy
1,002
+1
+0.1% +$17 ﹤0.01% 689
2022
Q1 		$16K Buy
1,001
+1
+0.1% +$17 ﹤0.01% 690
2021
Q4 		$18K Hold
1,000
– – ﹤0.01% 681
2021
Q3 		$18K Hold
1,000
– – ﹤0.01% 664
2021
Q2 		$19K Hold
1,000
– – ﹤0.01% 649
2021
Q1 		$20K Hold
1,000
– – ﹤0.01% 622
2020
Q4 		$13K Hold
1,000
– – ﹤0.01% 650
2020
Q3 		$13K Buy
+1,000
New +$12K ﹤0.01% 654

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gradient Investments's OEC Position: Q4 2022 in Review

Gradient Investments sold out of Orion (OEC) in Q4 2022, closing a stake of 1,003 shares — an estimated $13K sold.

Gradient Investments first reported a position in OEC in Q3 2020 and held it in 9 quarters. The position peaked at $20K in Q1 2021. 169 funds tracked by Wall St. Rank hold OEC as of Q4 2022.

  • Gradient Investments reported no remaining Orion position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 1,003 Orion shares in Q4 2022, an estimated $13K.
  • Gradient Investments first reported a position in Orion in Q3 2020 and held it in 9 quarters.
  • Gradient Investments's Orion position peaked at $20K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Orion as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.