Harbour Investments’s Orion OEC Stock Holding History

Harbour 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
2023 Q1	–	Sell	-86	Closed	-$1.53K	–	3073
2022 Q4	$1.53K	Buy	+86	New	+$1.45K	﹤0.01%	2579

Other funds holding OEC

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

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

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

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbour Investments's OEC Position: Q1 2023 in Review

Harbour Investments sold out of Orion (OEC) in Q1 2023, closing a stake of 86 shares — an estimated $1.53K sold.

Harbour Investments first reported a position in OEC in Q4 2022 and held it in 1 quarter. The position peaked at $1.53K in Q4 2022. 195 funds tracked by Wall St. Rank hold OEC as of Q1 2023.

Harbour Investments reported no remaining Orion position as of Q1 2023 after selling out during the quarter.
Harbour Investments sold 86 Orion shares in Q1 2023, an estimated $1.53K.
Harbour Investments first reported a position in Orion in Q4 2022 and held it in 1 quarter.
Harbour Investments's Orion position peaked at $1.53K in Q4 2022.
195 funds tracked by Wall St. Rank held Orion as of Q1 2023.

Based on Harbour Investments's 13F filing for Q1 2023, filed 15 May 2023.