Orion Portfolio Solutions’s American Public Education APEI Stock Holding History

Orion Portfolio Solutions’s Portfolio APEI Stock Details APEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.08M	Sell	48,269 -5,628	-10%	-$122K	0.01%	1045
2024 Q4	$1.16M	Buy	53,897 +2,583	+5%	+$46.4K	0.01%	963
2024 Q3	$757K	Buy	51,314 +1,517	+3%	+$24.8K	0.01%	1172
2024 Q2	$875K	Buy	49,797 +10,624	+27%	+$167K	0.01%	1046
2024 Q1	$556K	Sell	39,173 -17,356	-31%	-$204K	0.01%	1221
2023 Q4	$611K	Sell	56,529 -13,828	-20%	-$87.9K	0.01%	1135
2023 Q3	$350K	Sell	70,357 -15,959	-18%	-$81.7K	﹤0.01%	1323
2023 Q2	$409K	Buy	86,316 +18,456	+27%	+$100K	﹤0.01%	1284
2023 Q1	$368K	Buy	+67,860	New	+$712K	﹤0.01%	1267

Other funds holding APEI

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's APEI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its American Public Education (APEI) stake by 10% in Q1 2025, selling an estimated $122K and leaving 48,269 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1045.

Orion Portfolio Solutions first reported a position in APEI in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2024. 116 funds tracked by Wall St. Rank hold APEI as of Q1 2025.

Orion Portfolio Solutions held 48,269 shares of American Public Education worth $1.08M as of Q1 2025.
Orion Portfolio Solutions sold 5,628 American Public Education shares in Q1 2025, an estimated $122K.
American Public Education made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1045 holding.
Orion Portfolio Solutions first reported a position in American Public Education in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's American Public Education position peaked at $1.16M in Q4 2024.
116 funds tracked by Wall St. Rank held American Public Education as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.