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Smith Anglin Financial’s Orion Energy Systems OESX Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$9K Hold
1,500
– – ﹤0.01% 206
2025
Q1 		$10.8K Hold
1,500
– – ﹤0.01% 211
2024
Q4 		$12K Hold
1,500
– – ﹤0.01% 212
2024
Q3 		$12.9K Hold
1,500
– – ﹤0.01% 206
2024
Q2 		$16.6K Hold
1,500
– – ﹤0.01% 196
2024
Q1 		$13.1K Hold
1,500
– – ﹤0.01% 200
2023
Q4 		$13K Hold
1,500
– – ﹤0.01% 184
2023
Q3 		$18.9K Buy
1,500
+300
+25% +$4.63K ﹤0.01% 175
2023
Q2 		$19.6K Hold
1,200
– – ﹤0.01% 169
2023
Q1 		$24.4K Hold
1,200
– – ﹤0.01% 166
2022
Q4 		$21.8K Buy
+1,200
New +$22.3K ﹤0.01% 153

Other funds holding OESX

NSIM
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GWI
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TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return