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Advisory Research’s Option Care Health OPCH Stock Holding History

Advisory Research’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-37,812
Closed -$1.14M – 392
2022
Q4 		$1.14M Sell
37,812
-22,623
-37% -$702K 0.11% 141
2022
Q3 		$1.9M Sell
60,435
-344
-0.6% -$11K 0.19% 90
2022
Q2 		$1.69M Buy
+60,779
New +$1.73M 0.16% 99

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's OPCH Position: Q1 2023 in Review

Advisory Research sold out of Option Care Health (OPCH) in Q1 2023, closing a stake of 37,812 shares — an estimated $1.14M sold.

Advisory Research first reported a position in OPCH in Q2 2022 and held it in 3 quarters. The position peaked at $1.9M in Q3 2022. 282 funds tracked by Wall St. Rank hold OPCH as of Q1 2023.

  • Advisory Research reported no remaining Option Care Health position as of Q1 2023 after selling out during the quarter.
  • Advisory Research sold 37,812 Option Care Health shares in Q1 2023, an estimated $1.14M.
  • Advisory Research first reported a position in Option Care Health in Q2 2022 and held it in 3 quarters.
  • Advisory Research's Option Care Health position peaked at $1.9M in Q3 2022.
  • 282 funds tracked by Wall St. Rank held Option Care Health as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.