Clean Yield Group’s Opko Health OPK Stock Holding History

Clean Yield Group’s Portfolio OPK Stock Details OPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,500	Closed	-$6K	–	475
2022 Q2	$6K	Hold	2,500	–	–	﹤0.01%	371
2022 Q1	$9K	Hold	2,500	–	–	﹤0.01%	367
2021 Q4	$12K	Hold	2,500	–	–	﹤0.01%	358
2021 Q3	$9K	Hold	2,500	–	–	﹤0.01%	388
2021 Q2	$10K	Buy	+2,500	New	+$9.8K	﹤0.01%	373
2020 Q4	–	Sell	-1,250	Closed	-$5K	–	435
2020 Q3	$5K	Buy	+1,250	New	+$5.28K	﹤0.01%	336

Other funds holding OPK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clean Yield Group's OPK Position: Q3 2022 in Review

Clean Yield Group sold out of Opko Health (OPK) in Q3 2022, closing a stake of 2,500 shares — an estimated $6K sold.

Clean Yield Group first reported a position in OPK in Q3 2020 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 221 funds tracked by Wall St. Rank hold OPK as of Q3 2022.

Clean Yield Group reported no remaining Opko Health position as of Q3 2022 after selling out during the quarter.
Clean Yield Group sold 2,500 Opko Health shares in Q3 2022, an estimated $6K.
Clean Yield Group first reported a position in Opko Health in Q3 2020 and held it in 6 quarters.
Clean Yield Group's Opko Health position peaked at $12K in Q4 2021.
221 funds tracked by Wall St. Rank held Opko Health as of Q3 2022.

Based on Clean Yield Group's 13F filing for Q3 2022, filed 31 Oct 2022.