HAM
OEC icon

Harber Asset Management’s Orion OEC Stock Holding History

Harber Asset Management’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
2023
Q4 		– Sell
-343,222
Closed -$7.3M – 39
2023
Q3 		$7.3M Buy
343,222
+39,644
+13% +$865K 2.04% 19
2023
Q2 		$6.44M Buy
303,578
+42,399
+16% +$1.02M 1.71% 25
2023
Q1 		$6.81M Sell
261,179
-236,348
-48% -$5.34M 1.84% 24
2022
Q4 		$8.86M Buy
+497,527
New +$8.37M 2.46% 20
2020
Q3 		– Sell
-342,256
Closed -$3.62M – 40
2020
Q2 		$3.62M Buy
+342,256
New +$3.16M 0.95% 27

Other funds holding OEC

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return