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Mendota Financial Group’s Orion OEC Stock Holding History

Mendota Financial Group’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 		– Sell
-2,203
Closed -$34.8K – 292
2024
Q4 		$34.8K Sell
2,203
-2,228
-50% -$37.6K 0.02% 179
2024
Q3 		$78.9K Hold
4,431
– – 0.04% 134
2024
Q2 		$97.2K Hold
4,431
– – 0.05% 127
2024
Q1 		$104K Buy
+4,431
New +$102K 0.06% 124

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $30.8B AUM 11.29% 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 $942M AUM 54.98% 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

Mendota Financial Group's OEC Position: Q1 2025 in Review

Mendota Financial Group sold out of Orion (OEC) in Q1 2025, closing a stake of 2,203 shares — an estimated $34.8K sold.

Mendota Financial Group first reported a position in OEC in Q1 2024 and held it in 4 quarters. The position peaked at $104K in Q1 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

  • Mendota Financial Group reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 2,203 Orion shares in Q1 2025, an estimated $34.8K.
  • Mendota Financial Group first reported a position in Orion in Q1 2024 and held it in 4 quarters.
  • Mendota Financial Group's Orion position peaked at $104K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.