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Kanen Wealth Management’s Orion Energy Systems OESX Stock Holding History

Kanen Wealth Management’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
2023
Q4 		– Sell
-215,557
Closed -$2.72M – 22
2023
Q3 		$2.72M Sell
215,557
-785
-0.4% -$12.1K 2.09% 12
2023
Q2 		$3.53M Buy
216,342
+30,622
+16% +$500K 2.34% 13
2023
Q1 		$3.77M Buy
185,720
+19,329
+12% +$366K 2.57% 11
2022
Q4 		$3.03M Buy
166,391
+121
+0.1% +$2.25K 1.55% 14
2022
Q3 		$2.59M Buy
+166,270
New +$2.95M 1.52% 17

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kanen Wealth Management's OESX Position: Q4 2023 in Review

Kanen Wealth Management sold out of Orion Energy Systems (OESX) in Q4 2023, closing a stake of 215,557 shares — an estimated $2.72M sold.

Kanen Wealth Management first reported a position in OESX in Q3 2022 and held it in 5 quarters. The position peaked at $3.77M in Q1 2023. 52 funds tracked by Wall St. Rank hold OESX as of Q4 2023.

  • Kanen Wealth Management reported no remaining Orion Energy Systems position as of Q4 2023 after selling out during the quarter.
  • Kanen Wealth Management sold 215,557 Orion Energy Systems shares in Q4 2023, an estimated $2.72M.
  • Kanen Wealth Management first reported a position in Orion Energy Systems in Q3 2022 and held it in 5 quarters.
  • Kanen Wealth Management's Orion Energy Systems position peaked at $3.77M in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2023.

Based on Kanen Wealth Management's 13F filing for Q4 2023, filed 7 Aug 2024.