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Walthausen & Co’s Orion OEC Stock Holding History

Walthausen & Co’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
2022
Q3 		$1.05M Sell
78,742
-46,310
-37% -$753K 0.88% 71
2022
Q2 		$1.94M Buy
125,052
+25,500
+26% +$427K 0.87% 35
2022
Q1 		$1.59M Buy
+99,552
New +$1.71M 0.45% 130

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Walthausen & Co's OEC Position: Q3 2022 in Review

Walthausen & Co reduced its Orion (OEC) stake by 37% in Q3 2022, selling an estimated $753K and leaving 78,742 shares worth $1.05M. The position accounts for 0.88% of the portfolio, ranked #71.

Walthausen & Co first reported a position in OEC in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.94M in Q2 2022. 157 funds tracked by Wall St. Rank hold OEC as of Q3 2022.

  • Walthausen & Co held 78,742 shares of Orion worth $1.05M as of Q3 2022.
  • Walthausen & Co sold 46,310 Orion shares in Q3 2022, an estimated $753K.
  • Orion made up 0.88% of Walthausen & Co's portfolio in Q3 2022, its #71 holding.
  • Walthausen & Co first reported a position in Orion in Q1 2022 and has held it in 3 quarters since.
  • Walthausen & Co's Orion position peaked at $1.94M in Q2 2022.
  • 157 funds tracked by Wall St. Rank held Orion as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.