WT
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Washington Trust’s Orion OEC Stock Holding History

Washington Trust’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
Q2 		– Sell
-8
Closed – – 951
2022
Q1 		$0 Sell
8
-44
-85% -$758 ﹤0.01% 977
2021
Q4 		$1K Sell
52
-3
-5% -$56 ﹤0.01% 909
2021
Q3 		$1K Hold
55
– – ﹤0.01% 1027
2021
Q2 		$1K Hold
55
– – ﹤0.01% 1013
2021
Q1 		$1K Sell
55
-20
-27% -$360 ﹤0.01% 972
2020
Q4 		$1K Sell
75
-13
-15% -$198 ﹤0.01% 955
2020
Q3 		$1K Hold
88
– – ﹤0.01% 940
2020
Q2 		$1K Sell
88
-1
-1% -$9 ﹤0.01% 830
2020
Q1 		$1K Buy
+89
New +$1.29K ﹤0.01% 906
2018
Q3 		– Sell
-19
Closed -$1K – 622
2018
Q2 		$1K Buy
+19
New +$553 ﹤0.01% 889

Other funds holding OEC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Washington Trust's OEC Position: Q2 2022 in Review

Washington Trust sold out of Orion (OEC) in Q2 2022, closing a stake of 8 shares.

Washington Trust first reported a position in OEC in Q2 2018 and held it in 10 quarters. The position peaked at $1K in Q4 2021. 170 funds tracked by Wall St. Rank hold OEC as of Q2 2022.

  • Washington Trust reported no remaining Orion position as of Q2 2022 after selling out during the quarter.
  • Washington Trust sold 8 Orion shares in Q2 2022.
  • Washington Trust first reported a position in Orion in Q2 2018 and held it in 10 quarters.
  • Washington Trust's Orion position peaked at $1K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Orion as of Q2 2022.

Based on Washington Trust's 13F filing for Q2 2022, filed 25 Jul 2022.