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Thompson Investment Management’s Orion Energy Systems OESX Stock Holding History

Thompson Investment Management’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
2023
Q3 		– Sell
-200
Closed -$3.26K – 414
2023
Q2 		$3.26K Hold
200
– – ﹤0.01% 371
2023
Q1 		$4.06K Buy
+200
New +$3.79K ﹤0.01% 364
2014
Q1 		– Sell
-1,600
Closed -$109K – 175
2013
Q4 		$109K Hold
1,600
– – 0.02% 169
2013
Q3 		$60K Hold
1,600
– – 0.01% 164
2013
Q2 		$40K Buy
+1,600
New +$37.6K 0.01% 156

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Thompson Investment Management's OESX Position: Q3 2023 in Review

Thompson Investment Management sold out of Orion Energy Systems (OESX) in Q3 2023, closing a stake of 200 shares — an estimated $3.26K sold.

Thompson Investment Management first reported a position in OESX in Q2 2013 and held it in 5 quarters. The position peaked at $109K in Q4 2013. 52 funds tracked by Wall St. Rank hold OESX as of Q3 2023.

  • Thompson Investment Management reported no remaining Orion Energy Systems position as of Q3 2023 after selling out during the quarter.
  • Thompson Investment Management sold 200 Orion Energy Systems shares in Q3 2023, an estimated $3.26K.
  • Thompson Investment Management first reported a position in Orion Energy Systems in Q2 2013 and held it in 5 quarters.
  • Thompson Investment Management's Orion Energy Systems position peaked at $109K in Q4 2013.
  • 52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2023.

Based on Thompson Investment Management's 13F filing for Q3 2023, filed 30 Oct 2023.