Summit Global Investments’s Orion Energy Systems OESX Stock Holding History

Summit Global Investments’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
2022 Q3	–	Sell	-3,930	Closed	-$79K	–	489
2022 Q2	$79K	Hold	3,930	–	–	0.01%	448
2022 Q1	$110K	Hold	3,930	–	–	0.01%	460
2021 Q4	$142K	Buy	3,930 +70	+2%	+$2.71K	0.01%	525
2021 Q3	$150K	Sell	3,860 -2,090	-35%	-$96.5K	0.01%	449
2021 Q2	$341K	Buy	5,950 +3,130	+111%	+$190K	0.02%	434
2021 Q1	$196K	Buy	+2,820	New	+$263K	0.01%	525

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Summit Global Investments's OESX Position: Q3 2022 in Review

Summit Global Investments sold out of Orion Energy Systems (OESX) in Q3 2022, closing a stake of 3,930 shares — an estimated $79K sold.

Summit Global Investments first reported a position in OESX in Q1 2021 and held it in 6 quarters. The position peaked at $341K in Q2 2021. 52 funds tracked by Wall St. Rank hold OESX as of Q3 2022.

Summit Global Investments reported no remaining Orion Energy Systems position as of Q3 2022 after selling out during the quarter.
Summit Global Investments sold 3,930 Orion Energy Systems shares in Q3 2022, an estimated $79K.
Summit Global Investments first reported a position in Orion Energy Systems in Q1 2021 and held it in 6 quarters.
Summit Global Investments's Orion Energy Systems position peaked at $341K in Q2 2021.
52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2022.

Based on Summit Global Investments's 13F filing for Q3 2022, filed 14 Nov 2022.