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Orion Portfolio Solutions’s SharkNinja SN Stock Holding History

Orion Portfolio Solutions’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,316
Closed -$393K – 1791
2024
Q1 		$393K Sell
6,316
-338
-5% -$17.9K ﹤0.01% 1370
2023
Q4 		$333K Buy
6,654
+786
+13% +$36K ﹤0.01% 1368
2023
Q3 		$272K Buy
+5,868
New +$215K ﹤0.01% 1424

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Orion Portfolio Solutions's SN Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of SharkNinja (SN) in Q2 2024, closing a stake of 6,316 shares — an estimated $393K sold.

Orion Portfolio Solutions first reported a position in SN in Q3 2023 and held it in 3 quarters. The position peaked at $393K in Q1 2024. 235 funds tracked by Wall St. Rank hold SN as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining SharkNinja position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,316 SharkNinja shares in Q2 2024, an estimated $393K.
  • Orion Portfolio Solutions first reported a position in SharkNinja in Q3 2023 and held it in 3 quarters.
  • Orion Portfolio Solutions's SharkNinja position peaked at $393K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held SharkNinja as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.