HighTower Advisors’s Orion OEC Stock Holding History

HighTower 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 Q2	–	Sell	-74,331	Closed	-$1.19M	–	3457
2022 Q1	$1.19M	Sell	74,331 -287	-0.4%	-$4.94K	﹤0.01%	1658
2021 Q4	$1.37M	Sell	74,618 -2,855	-4%	-$53.2K	﹤0.01%	1587
2021 Q3	$1.42M	Hold	77,473	–	–	﹤0.01%	1455
2021 Q2	$1.47M	Buy	+77,473	New	+$1.53M	﹤0.01%	1417

Other funds holding OEC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Inherent Group New York $108M AUM 55.34% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

HighTower Advisors's OEC Position: Q2 2022 in Review

HighTower Advisors sold out of Orion (OEC) in Q2 2022, closing a stake of 74,331 shares — an estimated $1.19M sold.

HighTower Advisors first reported a position in OEC in Q2 2021 and held it in 4 quarters. The position peaked at $1.47M in Q2 2021. 170 funds tracked by Wall St. Rank hold OEC as of Q2 2022.

HighTower Advisors reported no remaining Orion position as of Q2 2022 after selling out during the quarter.
HighTower Advisors sold 74,331 Orion shares in Q2 2022, an estimated $1.19M.
HighTower Advisors first reported a position in Orion in Q2 2021 and held it in 4 quarters.
HighTower Advisors's Orion position peaked at $1.47M in Q2 2021.
170 funds tracked by Wall St. Rank held Orion as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.