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Orion Portfolio Solutions’s Methode Electronics MEI Stock Holding History

Orion Portfolio Solutions’s Portfolio MEI Stock Details MEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,321
Closed -$213K – 1719
2023
Q3 		$213K Sell
9,321
-120
-1% -$3.57K ﹤0.01% 1530
2023
Q2 		$316K Sell
9,441
-44
-0.5% -$1.79K ﹤0.01% 1382
2023
Q1 		$416K Buy
+9,485
New +$439K 0.01% 1202
2020
Q3 		– Sell
-7
Closed – – 1400
2020
Q2 		$0 Buy
+7
New +$210 ﹤0.01% 2351
2020
Q1 		– Sell
-10
Closed – – 2128
2019
Q4 		$0 Buy
+10
New +$363 ﹤0.01% 1886

Other funds holding MEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Orion Portfolio Solutions's MEI Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Methode Electronics (MEI) in Q4 2023, closing a stake of 9,321 shares — an estimated $213K sold.

Orion Portfolio Solutions first reported a position in MEI in Q4 2019 and held it in 5 quarters. The position peaked at $416K in Q1 2023. 177 funds tracked by Wall St. Rank hold MEI as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Methode Electronics position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 9,321 Methode Electronics shares in Q4 2023, an estimated $213K.
  • Orion Portfolio Solutions first reported a position in Methode Electronics in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's Methode Electronics position peaked at $416K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Methode Electronics as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.