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Jackson Creek Investment Advisors’s Orion OEC Stock Holding History

Jackson Creek Investment 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
2023
Q2 		– Sell
-36,059
Closed -$941K – 347
2023
Q1 		$941K Buy
+36,059
New +$815K 0.39% 80
2022
Q1 		– Sell
-53,899
Closed -$990K – 338
2021
Q4 		$990K Sell
53,899
-3,763
-7% -$70.1K 0.35% 155
2021
Q3 		$1.05M Buy
57,662
+507
+0.9% +$9.07K 0.39% 123
2021
Q2 		$1.08M Sell
57,155
-6,077
-10% -$120K 0.4% 105
2021
Q1 		$1.25M Buy
+63,232
New +$1.14M 0.43% 68

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 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

Jackson Creek Investment Advisors's OEC Position: Q2 2023 in Review

Jackson Creek Investment Advisors sold out of Orion (OEC) in Q2 2023, closing a stake of 36,059 shares — an estimated $941K sold.

Jackson Creek Investment Advisors first reported a position in OEC in Q1 2021 and held it in 5 quarters. The position peaked at $1.25M in Q1 2021. 197 funds tracked by Wall St. Rank hold OEC as of Q2 2023.

  • Jackson Creek Investment Advisors reported no remaining Orion position as of Q2 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 36,059 Orion shares in Q2 2023, an estimated $941K.
  • Jackson Creek Investment Advisors first reported a position in Orion in Q1 2021 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's Orion position peaked at $1.25M in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Orion as of Q2 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.