KLCM Advisors’s Orion Energy Systems OESX Stock Holding History

KLCM Advisors’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 Q1	–	Sell	-2,000	Closed	-$36.4K	–	137
2022 Q4	$36.4K	Buy	2,000 +1,000	+100%	+$18.6K	0.01%	122
2022 Q3	$16K	Hold	1,000	–	–	﹤0.01%	114
2022 Q2	$20K	Hold	1,000	–	–	﹤0.01%	112
2022 Q1	$28K	Hold	1,000	–	–	0.01%	112
2021 Q4	$36K	Buy	+1,000	New	+$38.6K	0.01%	114
2017 Q4	–	Sell	-1,000	Closed	-$11K	–	91
2017 Q3	$11K	Hold	1,000	–	–	﹤0.01%	86
2017 Q2	$13K	Hold	1,000	–	–	﹤0.01%	87
2017 Q1	$20K	Hold	1,000	–	–	0.01%	76
2016 Q4	$22K	Sell	1,000 -364	-27%	-$6.33K	0.01%	78
2016 Q3	$18K	Hold	1,364	–	–	0.01%	75
2016 Q2	$16K	Hold	1,364	–	–	0.01%	72
2016 Q1	$19K	Hold	1,364	–	–	0.01%	75
2015 Q4	$30K	Sell	1,364 -200	-13%	-$4.07K	0.01%	66
2015 Q3	$28K	Sell	1,564 -3,964	-72%	-$83.9K	0.01%	69
2015 Q2	$139K	Buy	5,528 +3,924	+245%	+$115K	0.04%	118
2015 Q1	$50K	Hold	1,604	–	–	0.01%	70
2014 Q4	$88K	Sell	1,604 -400	-20%	-$20.2K	0.02%	72
2014 Q3	$107K	Sell	2,004 -100	-5%	-$4.87K	0.03%	68
2014 Q2	$86K	Hold	2,104	–	–	0.02%	67
2014 Q1	$153K	Sell	2,104 -920	-30%	-$57.8K	0.04%	65
2013 Q4	$206K	Hold	3,024	–	–	0.06%	63
2013 Q3	$114K	Sell	3,024 -500	-14%	-$17K	0.03%	63
2013 Q2	$87K	Buy	+3,524	New	+$82.9K	0.03%	61

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

KLCM Advisors's OESX Position: Q1 2023 in Review

KLCM Advisors sold out of Orion Energy Systems (OESX) in Q1 2023, closing a stake of 2,000 shares — an estimated $36.4K sold.

KLCM Advisors first reported a position in OESX in Q2 2013 and held it in 23 quarters. The position peaked at $206K in Q4 2013. 54 funds tracked by Wall St. Rank hold OESX as of Q1 2023.

KLCM Advisors reported no remaining Orion Energy Systems position as of Q1 2023 after selling out during the quarter.
KLCM Advisors sold 2,000 Orion Energy Systems shares in Q1 2023, an estimated $36.4K.
KLCM Advisors first reported a position in Orion Energy Systems in Q2 2013 and held it in 23 quarters.
KLCM Advisors's Orion Energy Systems position peaked at $206K in Q4 2013.
54 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2023.

Based on KLCM Advisors's 13F filing for Q1 2023, filed 11 May 2023.