Mid Atlantic Financial Management’s Orion Energy Systems OESX Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$99K	Hold	2,555	–	–	0.01%	888
2021 Q2	$146K	Hold	2,555	–	–	0.01%	878
2021 Q1	$178K	Hold	2,555	–	–	0.01%	784
2020 Q4	$252K	Sell	2,555 -450	-15%	-$38.9K	0.02%	645
2020 Q3	$236K	Hold	3,005	–	–	0.02%	615
2020 Q2	$104K	Hold	3,005	–	–	0.01%	697
2020 Q1	$111K	Hold	3,005	–	–	0.01%	624
2019 Q4	$101K	Hold	3,005	–	–	0.01%	694
2019 Q3	$86K	Sell	3,005 -500	-14%	-$14.3K	0.01%	662
2019 Q2	$104K	Hold	3,505	–	–	0.01%	693
2019 Q1	$31K	Hold	3,505	–	–	﹤0.01%	701
2018 Q4	$20K	Buy	+3,505	New	+$29.2K	﹤0.01%	685

Other funds holding OESX

NSIM

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

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mid Atlantic Financial Management's OESX Position: Q3 2021 in Review

Mid Atlantic Financial Management held its Orion Energy Systems (OESX) position steady in Q3 2021 at 2,555 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #888.

Mid Atlantic Financial Management first reported a position in OESX in Q4 2018 and has held it in 12 quarters since. The position peaked at $252K in Q4 2020. 69 funds tracked by Wall St. Rank hold OESX as of Q3 2021.

Mid Atlantic Financial Management held 2,555 shares of Orion Energy Systems worth $99K as of Q3 2021.
Mid Atlantic Financial Management left its Orion Energy Systems share count unchanged in Q3 2021.
Orion Energy Systems made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #888 holding.
Mid Atlantic Financial Management first reported a position in Orion Energy Systems in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Orion Energy Systems position peaked at $252K in Q4 2020.
69 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.