Schroder Investment Management Group
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Schroder Investment Management Group’s Orion OEC Stock Holding History

Schroder Investment Management Group’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
-972,676
Closed -$14.9M – 1249
2024
Q4 		$14.9M Sell
972,676
-193,995
-17% -$3.28M 0.01% 581
2024
Q3 		$20.8M Sell
1,166,671
-215
-0% -$4.14K 0.02% 503
2024
Q2 		$25.6M Buy
1,166,886
+154,602
+15% +$3.72M 0.03% 424
2024
Q1 		$23.8M Buy
1,012,284
+392,957
+63% +$9.08M 0.03% 452
2023
Q4 		$17.2M Buy
+619,327
New +$14.2M 0.02% 519
2020
Q4 		– Sell
-80,154
Closed -$1.08M – 1494
2020
Q3 		$1.08M Sell
80,154
-20,828
-21% -$250K ﹤0.01% 996
2020
Q2 		$1.07M Sell
100,982
-66,525
-40% -$614K ﹤0.01% 907
2020
Q1 		$1.13M Sell
167,507
-11,630
-6% -$168K ﹤0.01% 892
2019
Q4 		$3.46M Buy
179,137
+115,937
+183% +$2.1M 0.01% 801
2019
Q3 		$1.05M Buy
+63,200
New +$1.03M ﹤0.01% 980

Other funds holding OEC

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
HP
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group's OEC Position: Q1 2025 in Review

Schroder Investment Management Group sold out of Orion (OEC) in Q1 2025, closing a stake of 972,676 shares — an estimated $14.9M sold.

Schroder Investment Management Group first reported a position in OEC in Q3 2019 and held it in 10 quarters. The position peaked at $25.6M in Q2 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

  • Schroder Investment Management Group reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 972,676 Orion shares in Q1 2025, an estimated $14.9M.
  • Schroder Investment Management Group first reported a position in Orion in Q3 2019 and held it in 10 quarters.
  • Schroder Investment Management Group's Orion position peaked at $25.6M in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on Schroder Investment Management Group's 13F filing for Q1 2025, filed 13 May 2025.