Stifel Financial
ORAN

Stifel Financial’s Orange ORAN Stock Holding History

Stifel Financial’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-191,733
Closed -$2.2M – 3513
2024
Q3 		$2.2M Buy
191,733
+38,852
+25% +$440K ﹤0.01% 1710
2024
Q2 		$1.53M Sell
152,881
-3,518
-2% -$39.2K ﹤0.01% 1913
2024
Q1 		$1.84M Buy
156,399
+1,238
+0.8% +$14.5K ﹤0.01% 1778
2023
Q4 		$1.77M Sell
155,161
-3,977
-2% -$46.7K ﹤0.01% 1758
2023
Q3 		$1.83M Sell
159,138
-47,162
-23% -$539K ﹤0.01% 1654
2023
Q2 		$2.4M Sell
206,300
-37,801
-15% -$459K ﹤0.01% 1494
2023
Q1 		$2.91M Buy
244,101
+57,458
+31% +$634K ﹤0.01% 1334
2022
Q4 		$1.84M Sell
186,643
-55,315
-23% -$534K ﹤0.01% 1576
2022
Q3 		$2.17M Buy
241,958
+13,209
+6% +$135K ﹤0.01% 1411
2022
Q2 		$2.69M Buy
228,749
+10,310
+5% +$124K ﹤0.01% 1307
2022
Q1 		$2.58M Buy
218,439
+71,263
+48% +$832K ﹤0.01% 1453
2021
Q4 		$1.55M Sell
147,176
-59,163
-29% -$641K ﹤0.01% 1808
2021
Q3 		$2.23M Sell
206,339
-2,315
-1% -$26K ﹤0.01% 1500
2021
Q2 		$2.39M Buy
208,654
+10,514
+5% +$131K ﹤0.01% 1484
2021
Q1 		$2.44M Buy
198,140
+119,914
+153% +$1.45M ﹤0.01% 1396
2020
Q4 		$927K Sell
78,226
-5,676
-7% -$66.4K ﹤0.01% 1899
2020
Q3 		$871K Sell
83,902
-648
-0.8% -$7.5K ﹤0.01% 1729
2020
Q2 		$1.01M Buy
84,550
+13,117
+18% +$156K ﹤0.01% 1553
2020
Q1 		$868K Buy
71,433
+6,225
+10% +$84.5K ﹤0.01% 1520
2019
Q4 		$951K Buy
65,208
+4,340
+7% +$68.2K ﹤0.01% 1866
2019
Q3 		$952K Buy
60,868
+174
+0.3% +$2.63K ﹤0.01% 1791
2019
Q2 		$952K Buy
60,694
+5,652
+10% +$89.2K ﹤0.01% 1837
2019
Q1 		$901K Buy
55,042
+2,051
+4% +$31.8K ﹤0.01% 1718
2018
Q4 		$860K Sell
52,991
-940
-2% -$15.2K ﹤0.01% 1634
2018
Q3 		$857K Sell
53,931
-5,916
-10% -$97.6K ﹤0.01% 1779
2018
Q2 		$996K Buy
59,847
+44,551
+291% +$776K ﹤0.01% 1619
2018
Q1 		$261K Buy
15,296
+2,313
+18% +$40.2K ﹤0.01% 2326
2017
Q4 		$227K Buy
12,983
+1,523
+13% +$25.5K ﹤0.01% 2369
2017
Q3 		$189K Sell
11,460
-274
-2% -$4.57K ﹤0.01% 2396
2017
Q2 		$187K Sell
11,734
-3,821
-25% -$62.1K ﹤0.01% 2369
2017
Q1 		$242K Sell
15,555
-840
-5% -$13.1K ﹤0.01% 2219
2016
Q4 		$247K Sell
16,395
-26,710
-62% -$399K ﹤0.01% 2150
2016
Q3 		$667K Sell
43,105
-22,592
-34% -$348K ﹤0.01% 1554
2016
Q2 		$1.08M Buy
65,697
+19,357
+42% +$323K 0.01% 1295
2016
Q1 		$805K Sell
46,340
-442
-0.9% -$7.63K ﹤0.01% 1336
2015
Q4 		$778K Sell
46,782
-14,276
-23% -$240K ﹤0.01% 1431
2015
Q3 		$923K Sell
61,058
-27,280
-31% -$434K 0.01% 1252
2015
Q2 		$1.36M Buy
88,338
+22,793
+35% +$368K 0.01% 1206
2015
Q1 		$1.05M Buy
65,545
+9,815
+18% +$169K 0.01% 1259
2014
Q4 		$943K Sell
55,730
-8,592
-13% -$136K 0.01% 1299
2014
Q3 		$948K Sell
64,322
-715
-1% -$10.9K 0.01% 1159
2014
Q2 		$1.03M Sell
65,037
-2,714
-4% -$43.4K 0.01% 1107
2014
Q1 		$995K Buy
+67,751
New +$884K 0.01% 1079

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Stifel Financial's ORAN Position: Q4 2024 in Review

Stifel Financial sold out of Orange (ORAN) in Q4 2024, closing a stake of 191,733 shares — an estimated $2.2M sold.

Stifel Financial first reported a position in ORAN in Q1 2014 and held it in 43 quarters. The position peaked at $2.91M in Q1 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Stifel Financial reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 191,733 Orange shares in Q4 2024, an estimated $2.2M.
  • Stifel Financial first reported a position in Orange in Q1 2014 and held it in 43 quarters.
  • Stifel Financial's Orange position peaked at $2.91M in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.