MWM
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Moran Wealth Management’s Oil-Dri ODC Stock Holding History

Moran Wealth Management’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,572
Closed -$606K – 446
2024
Q3 		$606K Buy
+17,572
New +$572K 0.02% 359

Other funds holding ODC

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's ODC Position: Q4 2024 in Review

Moran Wealth Management sold out of Oil-Dri (ODC) in Q4 2024, closing a stake of 17,572 shares — an estimated $606K sold.

Moran Wealth Management first reported a position in ODC in Q3 2024 and held it in 1 quarter. The position peaked at $606K in Q3 2024. 98 funds tracked by Wall St. Rank hold ODC as of Q4 2024.

  • Moran Wealth Management reported no remaining Oil-Dri position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 17,572 Oil-Dri shares in Q4 2024, an estimated $606K.
  • Moran Wealth Management first reported a position in Oil-Dri in Q3 2024 and held it in 1 quarter.
  • Moran Wealth Management's Oil-Dri position peaked at $606K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Oil-Dri as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.