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Savant Capital’s Orion Energy Systems OESX Stock Holding History

Savant Capital’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,000
Closed -$57K – 532
2021
Q2 		$57K Hold
1,000
– – ﹤0.01% 495
2021
Q1 		$70K Buy
+1,000
New +$93.3K ﹤0.01% 465

Other funds holding OESX

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BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savant Capital's OESX Position: Q3 2021 in Review

Savant Capital sold out of Orion Energy Systems (OESX) in Q3 2021, closing a stake of 1,000 shares — an estimated $57K sold.

Savant Capital first reported a position in OESX in Q1 2021 and held it in 2 quarters. The position peaked at $70K in Q1 2021. 69 funds tracked by Wall St. Rank hold OESX as of Q3 2021.

  • Savant Capital reported no remaining Orion Energy Systems position as of Q3 2021 after selling out during the quarter.
  • Savant Capital sold 1,000 Orion Energy Systems shares in Q3 2021, an estimated $57K.
  • Savant Capital first reported a position in Orion Energy Systems in Q1 2021 and held it in 2 quarters.
  • Savant Capital's Orion Energy Systems position peaked at $70K in Q1 2021.
  • 69 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2021.

Based on Savant Capital's 13F filing for Q3 2021, filed 12 Nov 2021.