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Miller Howard Investments’s Orion OEC Stock Holding History

Miller Howard Investments’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
2024
Q3 		– Sell
-10,596
Closed -$232K – 207
2024
Q2 		$232K Buy
10,596
+184
+2% +$4.43K 0.01% 190
2024
Q1 		$245K Buy
10,412
+70
+0.7% +$1.62K 0.01% 189
2023
Q4 		$287K Buy
10,342
+126
+1% +$2.89K 0.01% 186
2023
Q3 		$217K Buy
+10,216
New +$223K 0.01% 188

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

Miller Howard Investments's OEC Position: Q3 2024 in Review

Miller Howard Investments sold out of Orion (OEC) in Q3 2024, closing a stake of 10,596 shares — an estimated $232K sold.

Miller Howard Investments first reported a position in OEC in Q3 2023 and held it in 4 quarters. The position peaked at $287K in Q4 2023. 198 funds tracked by Wall St. Rank hold OEC as of Q3 2024.

  • Miller Howard Investments reported no remaining Orion position as of Q3 2024 after selling out during the quarter.
  • Miller Howard Investments sold 10,596 Orion shares in Q3 2024, an estimated $232K.
  • Miller Howard Investments first reported a position in Orion in Q3 2023 and held it in 4 quarters.
  • Miller Howard Investments's Orion position peaked at $287K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held Orion as of Q3 2024.

Based on Miller Howard Investments's 13F filing for Q3 2024, filed 5 Nov 2024.