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Baker Avenue Asset Management’s Option Care Health OPCH Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-17
Closed -$550 – 1146
2023
Q3 		$550 Hold
17
– – ﹤0.01% 1416
2023
Q2 		$552 Hold
17
– – ﹤0.01% 1366
2023
Q1 		$540 Hold
17
– – ﹤0.01% 1395
2022
Q4 		$512 Buy
+17
New +$528 ﹤0.01% 1304

Other funds holding OPCH

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baker Avenue Asset Management's OPCH Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Option Care Health (OPCH) in Q4 2023, closing a stake of 17 shares — an estimated $550 sold.

Baker Avenue Asset Management first reported a position in OPCH in Q4 2022 and held it in 4 quarters. The position peaked at $552 in Q2 2023. 350 funds tracked by Wall St. Rank hold OPCH as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Option Care Health position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 17 Option Care Health shares in Q4 2023, an estimated $550.
  • Baker Avenue Asset Management first reported a position in Option Care Health in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Option Care Health position peaked at $552 in Q2 2023.
  • 350 funds tracked by Wall St. Rank held Option Care Health as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.