Guyasuta Investment Advisors’s Orion OEC Stock Holding History

Guyasuta Investment Advisors’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 Q3	–	Sell	-42,225	Closed	-$656K	–	246
2022 Q2	$656K	Sell	42,225 -525	-1%	-$8.79K	0.05%	149
2022 Q1	$683K	Hold	42,750	–	–	0.05%	159
2021 Q4	$785K	Sell	42,750 -44,040	-51%	-$820K	0.05%	150
2021 Q3	$1.58M	Sell	86,790 -2,965	-3%	-$53.1K	0.11%	102
2021 Q2	$1.7M	Sell	89,755 -16,565	-16%	-$328K	0.12%	96
2021 Q1	$2.1M	Sell	106,320 -11,620	-10%	-$209K	0.16%	81
2020 Q4	$2.02M	Sell	117,940 -1,892	-2%	-$28.9K	0.17%	76
2020 Q3	$1.5M	Buy	119,832 +55,162	+85%	+$661K	0.14%	80
2020 Q2	$685K	Buy	+64,670	New	+$597K	0.07%	124

Other funds holding OEC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

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

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

Guyasuta Investment Advisors's OEC Position: Q3 2022 in Review

Guyasuta Investment Advisors sold out of Orion (OEC) in Q3 2022, closing a stake of 42,225 shares — an estimated $656K sold.

Guyasuta Investment Advisors first reported a position in OEC in Q2 2020 and held it in 9 quarters. The position peaked at $2.1M in Q1 2021. 157 funds tracked by Wall St. Rank hold OEC as of Q3 2022.

Guyasuta Investment Advisors reported no remaining Orion position as of Q3 2022 after selling out during the quarter.
Guyasuta Investment Advisors sold 42,225 Orion shares in Q3 2022, an estimated $656K.
Guyasuta Investment Advisors first reported a position in Orion in Q2 2020 and held it in 9 quarters.
Guyasuta Investment Advisors's Orion position peaked at $2.1M in Q1 2021.
157 funds tracked by Wall St. Rank held Orion as of Q3 2022.

Based on Guyasuta Investment Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.