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Weld Capital Management’s Orion OEC Stock Holding History

Weld Capital Management’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
2019
Q4 		– Sell
-33,745
Closed -$564K – 844
2019
Q3 		$564K Sell
33,745
-8,270
-20% -$135K 0.1% 343
2019
Q2 		$900K Sell
42,015
-26,630
-39% -$527K 0.17% 209
2019
Q1 		$1.3M Buy
68,645
+37,531
+121% +$943K 0.24% 142
2018
Q4 		$787K Buy
+31,114
New +$812K 0.18% 201

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Weld Capital Management's OEC Position: Q4 2019 in Review

Weld Capital Management sold out of Orion (OEC) in Q4 2019, closing a stake of 33,745 shares — an estimated $564K sold.

Weld Capital Management first reported a position in OEC in Q4 2018 and held it in 4 quarters. The position peaked at $1.3M in Q1 2019. 128 funds tracked by Wall St. Rank hold OEC as of Q4 2019.

  • Weld Capital Management reported no remaining Orion position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 33,745 Orion shares in Q4 2019, an estimated $564K.
  • Weld Capital Management first reported a position in Orion in Q4 2018 and held it in 4 quarters.
  • Weld Capital Management's Orion position peaked at $1.3M in Q1 2019.
  • 128 funds tracked by Wall St. Rank held Orion as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.