OAM
ORA icon

Occidental Asset Management’s Ormat Technologies ORA Stock Holding History

Occidental Asset Management’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14,507
Closed -$1.31M – 193
2020
Q4 		$1.31M Buy
14,507
+748
+5% +$56.6K 0.43% 56
2020
Q3 		$813K Buy
+13,759
New +$830K 0.34% 77

Other funds holding ORA

OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Occidental Asset Management's ORA Position: Q1 2021 in Review

Occidental Asset Management sold out of Ormat Technologies (ORA) in Q1 2021, closing a stake of 14,507 shares — an estimated $1.31M sold.

Occidental Asset Management first reported a position in ORA in Q3 2020 and held it in 2 quarters. The position peaked at $1.31M in Q4 2020. 234 funds tracked by Wall St. Rank hold ORA as of Q1 2021.

  • Occidental Asset Management reported no remaining Ormat Technologies position as of Q1 2021 after selling out during the quarter.
  • Occidental Asset Management sold 14,507 Ormat Technologies shares in Q1 2021, an estimated $1.31M.
  • Occidental Asset Management first reported a position in Ormat Technologies in Q3 2020 and held it in 2 quarters.
  • Occidental Asset Management's Ormat Technologies position peaked at $1.31M in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2021.

Based on Occidental Asset Management's 13F filing for Q1 2021, filed 6 May 2021.