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Raymond James & Associates’s Orion OEC Stock Holding History

Raymond James & Associates’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
2021
Q1 		– Sell
-14,500
Closed -$41K – 4073
2020
Q4 		$41K Buy
+14,500
New +$221K ﹤0.01% 3641

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Raymond James & Associates's OEC Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Orion (OEC) in Q3 2024: 18,562 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #3349 among its holdings. This is a return to the name: Raymond James & Associates previously reported a position in OEC as recently as Q4 2020.

Raymond James & Associates first reported a position in OEC in Q3 2016 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2019. 198 funds tracked by Wall St. Rank hold OEC as of Q3 2024.

  • Raymond James & Associates held 18,562 shares of Orion worth $331K as of Q3 2024.
  • Orion was a new Raymond James & Associates position in Q3 2024.
  • Orion made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3349 holding.
  • Raymond James & Associates first reported a position in Orion in Q3 2016 and has held it in 6 quarters since.
  • Raymond James & Associates's Orion position peaked at $2.33M in Q2 2019.
  • 198 funds tracked by Wall St. Rank held Orion as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.