William Blair Investment Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.64M | Sell |
633,446
-2,852,608
| -82% | -$29.9M | 0.02% | 339 |
|
2025
Q1 | $45.1M | Buy |
3,486,054
+24,104
| +0.7% | +$312K | 0.13% | 152 |
|
2024
Q4 | $54.7M | Buy |
3,461,950
+602,080
| +21% | +$9.51M | 0.13% | 145 |
|
2024
Q3 | $50.9M | Buy |
2,859,870
+135,731
| +5% | +$2.42M | 0.13% | 135 |
|
2024
Q2 | $59.8M | Buy |
2,724,139
+99,613
| +4% | +$2.19M | 0.16% | 128 |
|
2024
Q1 | $61.7M | Buy |
2,624,526
+304,372
| +13% | +$7.16M | 0.16% | 137 |
|
2023
Q4 | $64.3M | Buy |
2,320,154
+105,984
| +5% | +$2.94M | 0.19% | 128 |
|
2023
Q3 | $47.1M | Sell |
2,214,170
-122,844
| -5% | -$2.61M | 0.16% | 136 |
|
2023
Q2 | $49.6M | Sell |
2,337,014
-638,293
| -21% | -$13.5M | 0.16% | 135 |
|
2023
Q1 | $77.6M | Sell |
2,975,307
-372,252
| -11% | -$9.71M | 0.27% | 111 |
|
2022
Q4 | $59.6M | Buy |
3,347,559
+102,751
| +3% | +$1.83M | 0.23% | 114 |
|
2022
Q3 | $43.3M | Sell |
3,244,808
-629,117
| -16% | -$8.4M | 0.17% | 124 |
|
2022
Q2 | $60.2M | Sell |
3,873,925
-94,920
| -2% | -$1.47M | 0.22% | 122 |
|
2022
Q1 | $63.4M | Buy |
3,968,845
+5,833
| +0.1% | +$93.2K | 0.19% | 138 |
|
2021
Q4 | $72.8M | Sell |
3,963,012
-894,452
| -18% | -$16.4M | 0.2% | 128 |
|
2021
Q3 | $88.6M | Buy |
4,857,464
+2,251,199
| +86% | +$41M | 0.25% | 112 |
|
2021
Q2 | $49.5M | Sell |
2,606,265
-13,192
| -0.5% | -$251K | 0.16% | 145 |
|
2021
Q1 | $51.7M | Buy |
2,619,457
+220,052
| +9% | +$4.34M | 0.17% | 142 |
|
2020
Q4 | $41.1M | Sell |
2,399,405
-8,310
| -0.3% | -$142K | 0.14% | 147 |
|
2020
Q3 | $30.1M | Buy |
2,407,715
+75,239
| +3% | +$941K | 0.12% | 153 |
|
2020
Q2 | $24.7M | Buy |
2,332,476
+601,251
| +35% | +$6.37M | 0.1% | 172 |
|
2020
Q1 | $12.9M | Buy |
1,731,225
+568,033
| +49% | +$4.24M | 0.06% | 211 |
|
2019
Q4 | $22.5M | Buy |
1,163,192
+224,164
| +24% | +$4.33M | 0.09% | 187 |
|
2019
Q3 | $15.7M | Buy |
939,028
+212,997
| +29% | +$3.56M | 0.07% | 246 |
|
2019
Q2 | $15.5M | Buy |
726,031
+20,988
| +3% | +$449K | 0.07% | 257 |
|
2019
Q1 | $13.4M | Buy |
705,043
+13,540
| +2% | +$257K | 0.06% | 285 |
|
2018
Q4 | $17.5M | Buy |
691,503
+188,751
| +38% | +$4.77M | 0.09% | 211 |
|
2018
Q3 | $16.1M | Buy |
502,752
+53,843
| +12% | +$1.73M | 0.06% | 286 |
|
2018
Q2 | $13.8M | Buy |
448,909
+72,837
| +19% | +$2.25M | 0.05% | 301 |
|
2018
Q1 | $10.2M | Buy |
376,072
+330,974
| +734% | +$8.97M | 0.04% | 309 |
|
2017
Q4 | $1.16M | Buy |
+45,098
| New | +$1.16M | ﹤0.01% | 400 |
|