R Squared’s Orion OEC Stock Holding History

R Squared’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
2025 Q1	–	Sell	-370	Closed	-$5.84K	–	1104
2024 Q4	$5.84K	Buy	+370	New	+$6.25K	0.01%	1284

Other funds holding OEC

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

R Squared's OEC Position: Q1 2025 in Review

R Squared sold out of Orion (OEC) in Q1 2025, closing a stake of 370 shares — an estimated $5.84K sold.

R Squared first reported a position in OEC in Q4 2024 and held it in 1 quarter. The position peaked at $5.84K in Q4 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

R Squared reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
R Squared sold 370 Orion shares in Q1 2025, an estimated $5.84K.
R Squared first reported a position in Orion in Q4 2024 and held it in 1 quarter.
R Squared's Orion position peaked at $5.84K in Q4 2024.
199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.