ZP
OEC icon

Zimmer Partners’s Orion OEC Stock Holding History

Zimmer Partners’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
2018
Q1 		– Sell
-2,275,000
Closed -$58.2M – 91
2017
Q4 		$58.2M Buy
2,275,000
+1,901,424
+509% +$44.9M 1.42% 24
2017
Q3 		$8.39M Buy
+373,576
New +$8.01M 0.19% 66
2017
Q2 		– Sell
-1,026,540
Closed -$21M – 97
2017
Q1 		$21M Buy
+1,026,540
New +$21.1M 0.52% 50

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Zimmer Partners's OEC Position: Q1 2018 in Review

Zimmer Partners sold out of Orion (OEC) in Q1 2018, closing a stake of 2,275,000 shares — an estimated $58.2M sold.

Zimmer Partners first reported a position in OEC in Q1 2017 and held it in 3 quarters. The position peaked at $58.2M in Q4 2017. 138 funds tracked by Wall St. Rank hold OEC as of Q1 2018.

  • Zimmer Partners reported no remaining Orion position as of Q1 2018 after selling out during the quarter.
  • Zimmer Partners sold 2,275,000 Orion shares in Q1 2018, an estimated $58.2M.
  • Zimmer Partners first reported a position in Orion in Q1 2017 and held it in 3 quarters.
  • Zimmer Partners's Orion position peaked at $58.2M in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Orion as of Q1 2018.

Based on Zimmer Partners's 13F filing for Q1 2018, filed 15 May 2018.