MA
ORAN

Montag & Associates’s Orange ORAN Stock Holding History

Montag & Associates’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-884
Closed -$10.1K – 1050
2024
Q3 		$10.1K Hold
884
– – ﹤0.01% 806
2024
Q2 		$8.83K Buy
884
+105
+13% +$1.17K ﹤0.01% 782
2024
Q1 		$9.17K Hold
779
– – ﹤0.01% 769
2023
Q4 		$8.9K Hold
779
– – ﹤0.01% 782
2023
Q3 		$8.95K Hold
779
– – ﹤0.01% 754
2023
Q2 		$9.07K Hold
779
– – ﹤0.01% 766
2023
Q1 		$9.29K Hold
779
– – ﹤0.01% 747
2022
Q4 		$7.7K Buy
+779
New +$7.53K ﹤0.01% 767

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Montag & Associates's ORAN Position: Q4 2024 in Review

Montag & Associates sold out of Orange (ORAN) in Q4 2024, closing a stake of 884 shares — an estimated $10.1K sold.

Montag & Associates first reported a position in ORAN in Q4 2022 and held it in 8 quarters. The position peaked at $10.1K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Montag & Associates reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 884 Orange shares in Q4 2024, an estimated $10.1K.
  • Montag & Associates first reported a position in Orange in Q4 2022 and held it in 8 quarters.
  • Montag & Associates's Orange position peaked at $10.1K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.