Wellington Management Group

Wellington Management Group’s Orion Energy Systems OESX Stock Holding History

Wellington Management Group’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
2022 Q3	–	Sell	-104,302	Closed	-$2.1M	–	2115
2022 Q2	$2.1M	Sell	104,302 -22,967	-18%	-$565K	﹤0.01%	1533
2022 Q1	$3.56M	Hold	127,269	–	–	﹤0.01%	1471
2021 Q4	$4.61M	Buy	127,269 +7,679	+6%	+$297K	﹤0.01%	1484
2021 Q3	$4.65M	Buy	119,590 +68,050	+132%	+$3.14M	﹤0.01%	1525
2021 Q2	$2.95M	Buy	+51,540	New	+$3.13M	﹤0.01%	1609
2017 Q1	–	Sell	-34,706	Closed	-$753K	–	2293
2016 Q4	$753K	Buy	+34,706	New	+$603K	﹤0.01%	1930

Other funds holding OESX

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return