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Aperio Group’s Oppenheimer Holdings OPY Stock Holding History

Aperio Group’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$654K Buy
+20,820
New +$587K ﹤0.01% 1833
2019
Q4 		– Sell
-10,056
Closed -$302K – 2336
2019
Q3 		$302K Buy
10,056
+4,183
+71% +$120K ﹤0.01% 2018
2019
Q2 		$160K Buy
+5,873
New +$153K ﹤0.01% 2246

Other funds holding OPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

Aperio Group's OPY Position: Q4 2020 in Review

Aperio Group opened a new position in Oppenheimer Holdings (OPY) in Q4 2020: 20,820 shares worth $654K. The stake represents ﹤0.01% of the portfolio and ranks #1833 among its holdings. This is a return to the name: Aperio Group previously reported a position in OPY as recently as Q3 2019.

Aperio Group first reported a position in OPY in Q2 2019 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold OPY as of Q4 2020.

  • Aperio Group held 20,820 shares of Oppenheimer Holdings worth $654K as of Q4 2020.
  • Oppenheimer Holdings was a new Aperio Group position in Q4 2020.
  • Oppenheimer Holdings made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1833 holding.
  • Aperio Group first reported a position in Oppenheimer Holdings in Q2 2019 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.