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Lindbrook Capital’s Orion OEC Stock Holding History

Lindbrook Capital’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
2025
Q1 		$4.37K Sell
338
-122
-27% -$1.73K ﹤0.01% 2008
2024
Q4 		$7.26K Sell
460
-40
-8% -$676 ﹤0.01% 1813
2024
Q3 		$8.9K Buy
500
+227
+83% +$4.37K ﹤0.01% 1733
2024
Q2 		$5.99K Hold
273
– – ﹤0.01% 1907
2024
Q1 		$6.42K Buy
273
+2
+0.7% +$46 ﹤0.01% 1788
2023
Q4 		$7.51K Hold
271
– – ﹤0.01% 1684
2023
Q3 		$5.77K Hold
271
– – ﹤0.01% 1697
2023
Q2 		$5.75K Hold
271
– – ﹤0.01% 1743
2023
Q1 		$7.07K Hold
271
– – ﹤0.01% 1680
2022
Q4 		$4.83K Sell
271
-42
-13% -$706 ﹤0.01% 1844
2022
Q3 		$4K Buy
313
+26
+9% +$423 ﹤0.01% 1781
2022
Q2 		$4K Buy
287
+16
+6% +$268 ﹤0.01% 1670
2022
Q1 		$4K Hold
271
– – ﹤0.01% 1724
2021
Q4 		$5K Hold
271
– – ﹤0.01% 1513
2021
Q3 		$5K Hold
271
– – ﹤0.01% 1251
2021
Q2 		$5K Hold
271
– – ﹤0.01% 1300
2021
Q1 		$5K Hold
271
– – ﹤0.01% 1265
2020
Q4 		$5K Hold
271
– – ﹤0.01% 1203
2020
Q3 		$3K Hold
271
– – ﹤0.01% 1290
2020
Q2 		$3K Sell
271
-303
-53% -$2.8K ﹤0.01% 1278
2020
Q1 		$4K Buy
+574
New +$8.31K ﹤0.01% 1103

Other funds holding OEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.06B AUM 63.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's OEC Position: Q1 2025 in Review

Lindbrook Capital reduced its Orion (OEC) stake by 27% in Q1 2025, selling an estimated $1.73K and leaving 338 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Lindbrook Capital first reported a position in OEC in Q1 2020 and has held it in 21 quarters since. The position peaked at $8.9K in Q3 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

  • Lindbrook Capital held 338 shares of Orion worth $4.37K as of Q1 2025.
  • Lindbrook Capital sold 122 Orion shares in Q1 2025, an estimated $1.73K.
  • Orion made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2008 holding.
  • Lindbrook Capital first reported a position in Orion in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Orion position peaked at $8.9K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.