Surevest’s Ormat Technologies ORA Stock Holding History

Surevest’s Portfolio ORA Stock Details ORA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11	Closed	-$1K	–	565
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	517
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	489
2021 Q4	$1K	Buy	+11	New	+$830	﹤0.01%	498

Other funds holding ORA

ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Surevest's ORA Position: Q3 2022 in Review

Surevest sold out of Ormat Technologies (ORA) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Surevest first reported a position in ORA in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 284 funds tracked by Wall St. Rank hold ORA as of Q3 2022.

Surevest reported no remaining Ormat Technologies position as of Q3 2022 after selling out during the quarter.
Surevest sold 11 Ormat Technologies shares in Q3 2022, an estimated $1K.
Surevest first reported a position in Ormat Technologies in Q4 2021 and held it in 3 quarters.
Surevest's Ormat Technologies position peaked at $1K in Q2 2022.
284 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.