Amalgamated Financial’s Oportun Financial OPRT Stock Holding History

Amalgamated Financial’s Portfolio OPRT Stock Details OPRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$37K	Buy	+2,558	New	+$42.7K	﹤0.01%	2550

Other funds holding OPRT

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return

Amalgamated Financial's OPRT Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Oportun Financial (OPRT) in Q1 2022: 2,558 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #2550 among its holdings.

112 funds tracked by Wall St. Rank hold OPRT as of Q1 2022.

Amalgamated Financial held 2,558 shares of Oportun Financial worth $37K as of Q1 2022.
Oportun Financial was a new Amalgamated Financial position in Q1 2022.
Oportun Financial made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2550 holding.
112 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.