MIS
ORAN

Morningstar Investment Services’s Orange ORAN Stock Holding History

Morningstar Investment Services’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
Q3 		– Sell
-18,761
Closed -$187K – 423
2024
Q2 		$187K Sell
18,761
-292
-2% -$3.25K ﹤0.01% 374
2024
Q1 		$222K Sell
19,053
-18,823
-50% -$220K ﹤0.01% 331
2023
Q4 		$434K Buy
37,876
+18,775
+98% +$220K ﹤0.01% 304
2023
Q3 		$218K Buy
19,101
+1,480
+8% +$16.9K ﹤0.01% 268
2023
Q2 		$205K Buy
+17,621
New +$214K ﹤0.01% 241
2023
Q1 		– Sell
-15,398
Closed -$158K – 239
2022
Q4 		$158K Sell
15,398
-479
-3% -$4.63K ﹤0.01% 217
2022
Q3 		$149K Buy
15,877
+700
+5% +$7.15K ﹤0.01% 218
2022
Q2 		$178K Buy
15,177
+2,784
+22% +$33.4K ﹤0.01% 218
2022
Q1 		$148K Buy
12,393
+670
+6% +$7.82K ﹤0.01% 233
2021
Q4 		$124K Buy
11,723
+824
+8% +$8.93K ﹤0.01% 238
2021
Q3 		$119K Buy
+10,899
New +$123K ﹤0.01% 222
2020
Q4 		– Sell
-10,387
Closed -$107K – 221
2020
Q3 		$107K Sell
10,387
-314
-3% -$3.63K ﹤0.01% 205
2020
Q2 		$127K Sell
10,701
-700
-6% -$8.34K ﹤0.01% 203
2020
Q1 		$141K Sell
11,401
-198
-2% -$2.69K ﹤0.01% 203
2019
Q4 		$169K Sell
11,599
-2,425
-17% -$38.1K ﹤0.01% 197
2019
Q3 		$219K Sell
14,024
-1,450
-9% -$21.9K ﹤0.01% 183
2019
Q2 		$243K Sell
15,474
-363
-2% -$5.73K ﹤0.01% 201
2019
Q1 		$258K Sell
15,837
-1,738
-10% -$26.9K ﹤0.01% 194
2018
Q4 		$285K Buy
17,575
+214
+1% +$3.46K 0.01% 182
2018
Q3 		$276K Buy
+17,361
New +$286K 0.01% 189
2016
Q1 		– Sell
-22,575
Closed -$375K – 238
2015
Q4 		$375K Sell
22,575
-2,222
-9% -$37.3K 0.01% 187
2015
Q3 		$375K Sell
24,797
-15,397
-38% -$245K 0.02% 186
2015
Q2 		$617K Sell
40,194
-14,069
-26% -$227K 0.03% 172
2015
Q1 		$869K Sell
54,263
-299,655
-85% -$5.15M 0.04% 159
2014
Q4 		$5.99M Sell
353,918
-289,963
-45% -$4.6M 0.28% 87
2014
Q3 		$9.49M Buy
643,881
+10,590
+2% +$161K 0.49% 62
2014
Q2 		$10M Sell
633,291
-130,611
-17% -$2.09M 0.58% 51
2014
Q1 		$11.2M Buy
763,902
+78,646
+11% +$1.03M 0.77% 38
2013
Q4 		$8.46M Buy
685,256
+82,283
+14% +$1.06M 0.64% 45
2013
Q3 		$7.6M Buy
+602,973
New +$6.31M 0.66% 46

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's ORAN Position: Q3 2024 in Review

Morningstar Investment Services sold out of Orange (ORAN) in Q3 2024, closing a stake of 18,761 shares — an estimated $187K sold.

Morningstar Investment Services first reported a position in ORAN in Q3 2013 and held it in 30 quarters. The position peaked at $11.2M in Q1 2014. 204 funds tracked by Wall St. Rank hold ORAN as of Q3 2024.

  • Morningstar Investment Services reported no remaining Orange position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 18,761 Orange shares in Q3 2024, an estimated $187K.
  • Morningstar Investment Services first reported a position in Orange in Q3 2013 and held it in 30 quarters.
  • Morningstar Investment Services's Orange position peaked at $11.2M in Q1 2014.
  • 204 funds tracked by Wall St. Rank held Orange as of Q3 2024.

Based on Morningstar Investment Services's 13F filing for Q3 2024, filed 7 Nov 2024.