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Occudo Quantitative Strategies’s Orion Energy Systems OESX Stock Holding History

Occudo Quantitative Strategies’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,763
Closed -$64K – 1263
2021
Q4 		$64K Sell
1,763
-50
-3% -$1.93K 0.01% 999
2021
Q3 		$71K Sell
1,813
-1,646
-48% -$76K 0.01% 950
2021
Q2 		$198K Buy
3,459
+1,128
+48% +$68.5K 0.03% 728
2021
Q1 		$162K Sell
2,331
-464
-17% -$43.3K 0.04% 655
2020
Q4 		$276K Buy
+2,795
New +$242K 0.09% 443

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Occudo Quantitative Strategies's OESX Position: Q1 2022 in Review

Occudo Quantitative Strategies sold out of Orion Energy Systems (OESX) in Q1 2022, closing a stake of 1,763 shares — an estimated $64K sold.

Occudo Quantitative Strategies first reported a position in OESX in Q4 2020 and held it in 5 quarters. The position peaked at $276K in Q4 2020. 73 funds tracked by Wall St. Rank hold OESX as of Q1 2022.

  • Occudo Quantitative Strategies reported no remaining Orion Energy Systems position as of Q1 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 1,763 Orion Energy Systems shares in Q1 2022, an estimated $64K.
  • Occudo Quantitative Strategies first reported a position in Orion Energy Systems in Q4 2020 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Orion Energy Systems position peaked at $276K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2022, filed 16 May 2022.