NA
OEC icon

Navellier & Associates’s Orion OEC Stock Holding History

Navellier & Associates’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
2018
Q4 		– Sell
-21,138
Closed -$679K – 285
2018
Q3 		$679K Buy
21,138
+126
+0.6% +$4.18K 0.09% 167
2018
Q2 		$648K Buy
+21,012
New +$611K 0.09% 172

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Navellier & Associates's OEC Position: Q4 2018 in Review

Navellier & Associates sold out of Orion (OEC) in Q4 2018, closing a stake of 21,138 shares — an estimated $679K sold.

Navellier & Associates first reported a position in OEC in Q2 2018 and held it in 2 quarters. The position peaked at $679K in Q3 2018. 143 funds tracked by Wall St. Rank hold OEC as of Q4 2018.

  • Navellier & Associates reported no remaining Orion position as of Q4 2018 after selling out during the quarter.
  • Navellier & Associates sold 21,138 Orion shares in Q4 2018, an estimated $679K.
  • Navellier & Associates first reported a position in Orion in Q2 2018 and held it in 2 quarters.
  • Navellier & Associates's Orion position peaked at $679K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Orion as of Q4 2018.

Based on Navellier & Associates's 13F filing for Q4 2018, filed 15 Jan 2019.