Cresset Asset Management’s OneMain Financial OMF Stock Holding History

Cresset Asset Management’s Portfolio OMF Stock Details OMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,480	Closed	-$258K	–	2076
2024 Q3	$258K	Sell	5,480 -2,401	-30%	-$115K	﹤0.01%	1869
2024 Q2	$382K	Buy	7,881 +2,964	+60%	+$146K	﹤0.01%	1583
2024 Q1	$251K	Sell	4,917 -508	-9%	-$24.3K	﹤0.01%	1668
2023 Q4	$267K	Sell	5,425 -672	-11%	-$27.4K	﹤0.01%	1546
2023 Q3	$244K	Buy	6,097 +531	+10%	+$22.7K	﹤0.01%	1535
2023 Q2	$243K	Buy	+5,566	New	+$217K	﹤0.01%	1631
2019 Q2	–	Sell	-248	Closed	-$8K	–	1304
2019 Q1	$8K	Buy	248 +206	+490%	+$6.38K	﹤0.01%	1230
2018 Q4	$1K	Buy	+42	New	+$1.2K	﹤0.01%	1552

Other funds holding OMF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Cresset Asset Management's OMF Position: Q4 2024 in Review

Cresset Asset Management sold out of OneMain Financial (OMF) in Q4 2024, closing a stake of 5,480 shares — an estimated $258K sold.

Cresset Asset Management first reported a position in OMF in Q4 2018 and held it in 8 quarters. The position peaked at $382K in Q2 2024. 406 funds tracked by Wall St. Rank hold OMF as of Q4 2024.

Cresset Asset Management reported no remaining OneMain Financial position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 5,480 OneMain Financial shares in Q4 2024, an estimated $258K.
Cresset Asset Management first reported a position in OneMain Financial in Q4 2018 and held it in 8 quarters.
Cresset Asset Management's OneMain Financial position peaked at $382K in Q2 2024.
406 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.