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Heron Financial Group’s Ormat Technologies ORA Stock Holding History

Heron Financial Group’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,677
Closed -$219K – 152
2022
Q1 		$219K Buy
+2,677
New +$196K 0.11% 141
2021
Q1 		– Sell
-2,502
Closed -$281K – 143
2020
Q4 		$281K Buy
+2,502
New +$189K 0.19% 105

Other funds holding ORA

OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Heron Financial Group's ORA Position: Q2 2022 in Review

Heron Financial Group sold out of Ormat Technologies (ORA) in Q2 2022, closing a stake of 2,677 shares — an estimated $219K sold.

Heron Financial Group first reported a position in ORA in Q4 2020 and held it in 2 quarters. The position peaked at $281K in Q4 2020. 237 funds tracked by Wall St. Rank hold ORA as of Q2 2022.

  • Heron Financial Group reported no remaining Ormat Technologies position as of Q2 2022 after selling out during the quarter.
  • Heron Financial Group sold 2,677 Ormat Technologies shares in Q2 2022, an estimated $219K.
  • Heron Financial Group first reported a position in Ormat Technologies in Q4 2020 and held it in 2 quarters.
  • Heron Financial Group's Ormat Technologies position peaked at $281K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2022.

Based on Heron Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.