Mutual of America Capital Management’s Orion OEC Stock Holding History

Mutual of America Capital Management’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
2025 Q1	–	Sell	-243,472	Closed	-$3.84M	–	1434
2024 Q4	$3.84M	Sell	243,472 -133,726	-35%	-$2.26M	0.04%	574
2024 Q3	$6.72M	Buy	377,198 +52,807	+16%	+$1.02M	0.07%	326
2024 Q2	$7.12M	Buy	324,391 +53,559	+20%	+$1.29M	0.08%	278
2024 Q1	$6.37M	Buy	270,832 +131,902	+95%	+$3.05M	0.07%	342
2023 Q4	$3.85M	Buy	138,930 +12,140	+10%	+$279K	0.04%	597
2023 Q3	$2.7M	Buy	126,790 +20,227	+19%	+$441K	0.03%	717
2023 Q2	$2.26M	Sell	106,563 -27,003	-20%	-$651K	0.03%	854
2023 Q1	$3.48M	Sell	133,566 -51,453	-28%	-$1.16M	0.04%	664
2022 Q4	$3.3M	Buy	+185,019	New	+$3.11M	0.04%	678

Other funds holding OEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mutual of America Capital Management's OEC Position: Q1 2025 in Review

Mutual of America Capital Management sold out of Orion (OEC) in Q1 2025, closing a stake of 243,472 shares — an estimated $3.84M sold.

Mutual of America Capital Management first reported a position in OEC in Q4 2022 and held it in 9 quarters. The position peaked at $7.12M in Q2 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

Mutual of America Capital Management reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
Mutual of America Capital Management sold 243,472 Orion shares in Q1 2025, an estimated $3.84M.
Mutual of America Capital Management first reported a position in Orion in Q4 2022 and held it in 9 quarters.
Mutual of America Capital Management's Orion position peaked at $7.12M in Q2 2024.
199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on Mutual of America Capital Management's 13F filing for Q1 2025, filed 1 May 2025.