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Winslow Evans & Crocker’s Orion Energy Systems OESX Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$31K Buy
312
+36
+13% +$3.11K 0.01% 700
2020
Q3 		$21K Hold
276
– – 0.01% 617
2020
Q2 		$10K Hold
276
– – ﹤0.01% 741
2020
Q1 		$12K Buy
276
+118
+75% +$5.17K ﹤0.01% 672
2019
Q4 		$6K Hold
158
– – ﹤0.01% 943
2019
Q3 		$6K Buy
+158
New +$4.51K ﹤0.01% 924

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's OESX Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Orion Energy Systems (OESX) stake by 13% in Q4 2020, buying an estimated $3.11K and bringing the position to 312 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #700.

Winslow Evans & Crocker first reported a position in OESX in Q3 2019 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold OESX as of Q4 2020.

  • Winslow Evans & Crocker held 312 shares of Orion Energy Systems worth $31K as of Q4 2020.
  • Winslow Evans & Crocker bought 36 Orion Energy Systems shares in Q4 2020, an estimated $3.11K.
  • Orion Energy Systems made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #700 holding.
  • Winslow Evans & Crocker first reported a position in Orion Energy Systems in Q3 2019 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.