Orion Portfolio Solutions’s Cemex CX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$127K	Buy	22,618 +1,764	+8%	+$10.7K	﹤0.01%	1839
2024 Q4	$118K	Buy	20,854 +5,767	+38%	+$32.8K	﹤0.01%	1788
2024 Q3	$92K	Buy	15,087 +4,306	+40%	+$27K	﹤0.01%	1751
2024 Q2	$68.9K	Buy	+10,781	New	+$82.5K	﹤0.01%	1695
2023 Q2	–	Sell	-10,427	Closed	-$57.7K	–	1632
2023 Q1	$57.7K	Buy	+10,427	New	+$53K	﹤0.01%	1542
2020 Q3	–	Sell	-1,504	Closed	-$4K	–	780
2020 Q2	$4K	Buy	1,504 +1,408	+1,467%	+$3.3K	﹤0.01%	1535
2020 Q1	$0	Sell	96 -17	-15%	-$57	﹤0.01%	1977
2019 Q4	$0	Buy	+113	New	+$430	﹤0.01%	1831

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Cemex (CX) stake by 8.5% in Q1 2025, buying an estimated $10.7K and bringing the position to 22,618 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Orion Portfolio Solutions first reported a position in CX in Q4 2019 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold CX as of Q1 2025.

Orion Portfolio Solutions held 22,618 shares of Cemex worth $127K as of Q1 2025.
Orion Portfolio Solutions bought 1,764 Cemex shares in Q1 2025, an estimated $10.7K.
Cemex made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1839 holding.
Orion Portfolio Solutions first reported a position in Cemex in Q4 2019 and has held it in 8 quarters since.
261 funds tracked by Wall St. Rank held Cemex as of Q1 2025.

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