Inspire Advisors’s Orion OEC Stock Holding History

Inspire 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
2024 Q1	–	Sell	-49,968	Closed	-$1.39M	–	405
2023 Q4	$1.39M	Buy	+49,968	New	+$1.15M	0.21%	37

Other funds holding OEC

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Inspire Advisors's OEC Position: Q1 2024 in Review

Inspire Advisors sold out of Orion (OEC) in Q1 2024, closing a stake of 49,968 shares — an estimated $1.39M sold.

Inspire Advisors first reported a position in OEC in Q4 2023 and held it in 1 quarter. The position peaked at $1.39M in Q4 2023. 196 funds tracked by Wall St. Rank hold OEC as of Q1 2024.

Inspire Advisors reported no remaining Orion position as of Q1 2024 after selling out during the quarter.
Inspire Advisors sold 49,968 Orion shares in Q1 2024, an estimated $1.39M.
Inspire Advisors first reported a position in Orion in Q4 2023 and held it in 1 quarter.
Inspire Advisors's Orion position peaked at $1.39M in Q4 2023.
196 funds tracked by Wall St. Rank held Orion as of Q1 2024.

Based on Inspire Advisors's 13F filing for Q1 2024, filed 7 May 2024.