de Dimensional Fund Advisors Oppenheimer Holdings OPY Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 54.9 M | Comprar |
520,326
+23,293
| +5% | +USD 2.37 M | 0.01% | 1554 |
|
|
2026
Q1 | USD 44.3 M | Comprar |
497,033
+7,384
| +2% | +USD 618 k | 0.01% | 1561 |
|
|
2025
Q4 | USD 35.4 M | Vender |
489,649
-3,569
| -0.7% | -USD 248 k | 0.01% | 1688 |
|
|
2025
Q3 | USD 36.5 M | Comprar |
493,218
+2,911
| +0.6% | +USD 211 k | 0.01% | 1689 |
|
|
2025
Q2 | USD 32.2 M | Comprar |
490,307
+1,603
| +0.3% | +USD 97.8 k | 0.01% | 1752 |
|
|
2025
Q1 | USD 29.1 M | Vender |
488,704
-7,212
| -1% | -USD 466 k | 0.01% | 1763 |
|
|
2024
Q4 | USD 31.8 M | Vender |
495,916
-11,713
| -2% | -USD 679 k | 0.01% | 1782 |
|
|
2024
Q3 | USD 26 M | Vender |
507,629
-5,077
| -1% | -USD 259 k | 0.01% | 1878 |
|
|
2024
Q2 | USD 24.6 M | Vender |
512,706
-1,762
| -0.3% | -USD 75.3 k | 0.01% | 1866 |
|
|
2024
Q1 | USD 20.5 M | Vender |
514,468
-1,579
| -0.3% | -USD 61.6 k | 0.01% | 1971 |
|
|
2023
Q4 | USD 21.3 M | Vender |
516,047
-1,414
| -0.3% | -USD 54.1 k | 0.01% | 1954 |
|
|
2023
Q3 | USD 19.8 M | Vender |
517,461
-2,385
| -0.5% | -USD 92.9 k | 0.01% | 1926 |
|
|
2023
Q2 | USD 20.9 M | Vender |
519,846
-10,580
| -2% | -USD 404 k | 0.01% | 1910 |
|
|
2023
Q1 | USD 20.8 M | Comprar |
+530,426
| Nuevas | +USD 23.3 M | 0.01% | 1890 |
|
|
2022
Q3 | USD 16.9 M | Vender |
543,936
-10,156
| -2% | -USD 355 k | 0.01% | 1916 |
|
|
2022
Q2 | USD 18.3 M | Vender |
554,092
-6,085
| -1% | -USD 209 k | 0.01% | 1915 |
|
|
2022
Q1 | USD 24.4 M | Comprar |
560,177
+1,540
| +0.3% | +USD 67.5 k | 0.01% | 1866 |
|
|
2021
Q4 | USD 25.9 M | Vender |
558,637
-2,790
| -0.5% | -USD 138 k | 0.01% | 1848 |
|
|
2021
Q3 | USD 25.4 M | Vender |
561,427
-3,080
| -0.5% | -USD 138 k | 0.01% | 1883 |
|
|
2021
Q2 | USD 28.7 M | Comprar |
564,507
+3,094
| +0.6% | +USD 149 k | 0.01% | 1865 |
|
|
2021
Q1 | USD 22.5 M | Vender |
561,413
-16,611
| -3% | -USD 616 k | 0.01% | 1980 |
|
|
2020
Q4 | USD 18.2 M | Vender |
578,024
-1,654
| -0.3% | -USD 46.6 k | 0.01% | 2027 |
|
|
2020
Q3 | USD 12.9 M | Mantener |
579,678
| – | – | 0.01% | 2073 |
|
|
2020
Q2 | USD 12.6 M | Comprar |
579,678
+1,664
| +0.3% | +USD 33.7 k | 0.01% | 2106 |
|
|
2020
Q1 | USD 11.4 M | Comprar |
578,014
+8,383
| +1% | +USD 205 k | 0.01% | 2058 |
|
|
2019
Q4 | USD 15.7 M | Vender |
569,631
-7,589
| -1% | -USD 212 k | 0.01% | 2167 |
|
|
2019
Q3 | USD 17.4 M | Vender |
577,220
-4,585
| -0.8% | -USD 132 k | 0.01% | 2093 |
|
|
2019
Q2 | USD 15.8 M | Comprar |
581,805
+1,167
| +0.2% | +USD 30.4 k | 0.01% | 2187 |
|
|
2019
Q1 | USD 15.1 M | Vender |
580,638
-10,492
| -2% | -USD 284 k | 0.01% | 2208 |
|
|
2018
Q4 | USD 15.1 M | Comprar |
591,130
+516
| +0.1% | +USD 14.8 k | 0.01% | 2142 |
|
|
2018
Q3 | USD 18.7 M | Comprar |
590,614
+9,425
| +2% | +USD 291 k | 0.01% | 2157 |
|
|
2018
Q2 | USD 16.3 M | Vender |
581,189
-8,867
| -2% | -USD 247 k | 0.01% | 2199 |
|
|
2018
Q1 | USD 15.2 M | Comprar |
590,056
+5,339
| +0.9% | +USD 144 k | 0.01% | 2198 |
|
|
2017
Q4 | USD 15.7 M | Comprar |
584,717
+30,644
| +6% | +USD 722 k | 0.01% | 2188 |
|
|
2017
Q3 | USD 9.6 M | Comprar |
554,073
+8,318
| +2% | +USD 136 k | ﹤0.01% | 2387 |
|
|
2017
Q2 | USD 8.95 M | Comprar |
545,755
+26,064
| +5% | +USD 429 k | ﹤0.01% | 2395 |
|
|
2017
Q1 | USD 8.89 M | Comprar |
519,691
+31,295
| +6% | +USD 541 k | ﹤0.01% | 2366 |
|
|
2016
Q4 | USD 9.08 M | Comprar |
488,396
+17,710
| +4% | +USD 292 k | ﹤0.01% | 2342 |
|
|
2016
Q3 | USD 6.73 M | Comprar |
470,686
+16,976
| +4% | +USD 264 k | ﹤0.01% | 2407 |
|
|
2016
Q2 | USD 7.01 M | Comprar |
453,710
+18,140
| +4% | +USD 275 k | ﹤0.01% | 2374 |
|
|
2016
Q1 | USD 6.87 M | Comprar |
435,570
+18,116
| +4% | +USD 270 k | ﹤0.01% | 2375 |
|
|
2015
Q4 | USD 7.26 M | Comprar |
417,454
+24,136
| +6% | +USD 432 k | ﹤0.01% | 2360 |
|
|
2015
Q3 | USD 7.87 M | Comprar |
393,318
+37,274
| +10% | +USD 811 k | 0.01% | 2328 |
|
|
2015
Q2 | USD 9.36 M | Comprar |
356,044
+14,153
| +4% | +USD 353 k | 0.01% | 2299 |
|
|
2015
Q1 | USD 8.02 M | Comprar |
341,891
+10,319
| +3% | +USD 224 k | 0.01% | 2352 |
|
|
2014
Q4 | USD 7.71 M | Comprar |
331,572
+13,126
| +4% | +USD 300 k | 0.01% | 2379 |
|
|
2014
Q3 | USD 6.45 M | Comprar |
318,446
+4,797
| +2% | +USD 111 k | ﹤0.01% | 2426 |
|
|
2014
Q2 | USD 7.52 M | Comprar |
313,649
+14,814
| +5% | +USD 364 k | 0.01% | 2385 |
|
|
2014
Q1 | USD 8.38 M | Comprar |
298,835
+16,586
| +6% | +USD 422 k | 0.01% | 2302 |
|
|
2013
Q4 | USD 6.99 M | Comprar |
282,249
+3,925
| +1% | +USD 82.5 k | 0.01% | 2399 |
|
|
2013
Q3 | USD 4.95 M | Comprar |
278,324
+1,330
| +0.5% | +USD 24.4 k | ﹤0.01% | 2551 |
|
|
2013
Q2 | USD 5.27 M | Comprar |
+276,994
| Nuevas | +USD 5.2 M | 0.01% | 2466 |
|
Otros fondos que tienen OPY en su cartera
JCP
Posición de Dimensional Fund Advisors en OPY: resumen de T2 2026
Dimensional Fund Advisors aumentó su participación en Oppenheimer Holdings (OPY) en 4.7% durante T2 2026, al comprar aproximadamente USD 2.37 M y elevar la posición a 520,326 acciones con un valor de USD 54.9 M. La posición representa 0.01% de la cartera y ocupa el puesto #1554.
Dimensional Fund Advisors reportó por primera vez una posición en OPY en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 121 fondos que sigue Wall St. Rank mantienen una posición en OPY.
- Al cierre de T2 2026, Dimensional Fund Advisors tenía 520,326 acciones de Oppenheimer Holdings con un valor de USD 54.9 M.
- Dimensional Fund Advisors compró 23,293 acciones de Oppenheimer Holdings en T2 2026, por un monto estimado de USD 2.37 M.
- Oppenheimer Holdings representó 0.01% de la cartera de Dimensional Fund Advisors en T2 2026 y fue su posición número 1554.
- Dimensional Fund Advisors reportó por primera vez una posición en Oppenheimer Holdings en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 121 fondos que sigue Wall St. Rank tenían Oppenheimer Holdings en cartera.
Según el Informe 13F de Dimensional Fund Advisors correspondiente a T2 2026, presentado el 11 ago 2026.