Tidal Investments’s Orion OEC Stock Holding History

Tidal Investments’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,357	Closed	-$287K	–	1715
2023 Q4	$287K	Buy	+10,357	New	+$238K	0.01%	1188

Other funds holding OEC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Tidal Investments's OEC Position: Q1 2024 in Review

Tidal Investments sold out of Orion (OEC) in Q1 2024, closing a stake of 10,357 shares — an estimated $287K sold.

Tidal Investments first reported a position in OEC in Q4 2023 and held it in 1 quarter. The position peaked at $287K in Q4 2023. 196 funds tracked by Wall St. Rank hold OEC as of Q1 2024.

Tidal Investments reported no remaining Orion position as of Q1 2024 after selling out during the quarter.
Tidal Investments sold 10,357 Orion shares in Q1 2024, an estimated $287K.
Tidal Investments first reported a position in Orion in Q4 2023 and held it in 1 quarter.
Tidal Investments's Orion position peaked at $287K in Q4 2023.
196 funds tracked by Wall St. Rank held Orion as of Q1 2024.

Based on Tidal Investments's 13F filing for Q1 2024, filed 16 May 2024.