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Pantechnicon Advisors’s Orion OEC Stock Holding History

Pantechnicon Advisors’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-167,000
Closed -$3.93M – 2
2024
Q1 		$3.93M Sell
167,000
-488,000
-75% -$11.3M 21.36% 2
2023
Q4 		$18.2M Sell
655,000
-145,000
-18% -$3.33M 13.15% 1
2023
Q3 		$17M Buy
800,000
+110,000
+16% +$2.4M 7.35% 5
2023
Q2 		$14.6M Sell
690,000
-135,000
-16% -$3.25M 6.72% 5
2023
Q1 		$21.5M Sell
825,000
-305,000
-27% -$6.9M 8.72% 1
2022
Q4 		$20.1M Buy
+1,130,000
New +$19M 10.79% 1

Other funds holding OEC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return