JF
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Jump Financial’s Orion Energy Systems OESX Stock Holding History

Jump Financial’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,680
Closed -$133K – 1798
2021
Q4 		$133K Buy
3,680
+1,770
+93% +$68.4K 0.01% 1185
2021
Q3 		$74K Sell
1,910
-2,061
-52% -$95.2K 0.01% 1006
2021
Q2 		$227K Buy
3,971
+2,431
+158% +$148K 0.02% 797
2021
Q1 		$107K Buy
+1,540
New +$144K 0.01% 826

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jump Financial's OESX Position: Q1 2022 in Review

Jump Financial sold out of Orion Energy Systems (OESX) in Q1 2022, closing a stake of 3,680 shares — an estimated $133K sold.

Jump Financial first reported a position in OESX in Q1 2021 and held it in 4 quarters. The position peaked at $227K in Q2 2021. 73 funds tracked by Wall St. Rank hold OESX as of Q1 2022.

  • Jump Financial reported no remaining Orion Energy Systems position as of Q1 2022 after selling out during the quarter.
  • Jump Financial sold 3,680 Orion Energy Systems shares in Q1 2022, an estimated $133K.
  • Jump Financial first reported a position in Orion Energy Systems in Q1 2021 and held it in 4 quarters.
  • Jump Financial's Orion Energy Systems position peaked at $227K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2022.

Based on Jump Financial's 13F filing for Q1 2022, filed 12 May 2022.