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Disciplined Investments’s Option Care Health OPCH Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-20
Closed -$650 – 1113
2023
Q2 		$650 Sell
20
-1
-5% -$30 ﹤0.01% 1138
2023
Q1 		$667 Hold
21
– – ﹤0.01% 1139
2022
Q4 		$632 Sell
21
-3
-13% -$93 ﹤0.01% 1100
2022
Q3 		$1K Buy
24
+3
+14% +$96 ﹤0.01% 1020
2022
Q2 		$1K Buy
21
+5
+31% +$142 ﹤0.01% 1051
2022
Q1 		$0 Buy
+16
New +$402 ﹤0.01% 1540

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Disciplined Investments's OPCH Position: Q3 2023 in Review

Disciplined Investments sold out of Option Care Health (OPCH) in Q3 2023, closing a stake of 20 shares — an estimated $650 sold.

Disciplined Investments first reported a position in OPCH in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 355 funds tracked by Wall St. Rank hold OPCH as of Q3 2023.

  • Disciplined Investments reported no remaining Option Care Health position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Option Care Health shares in Q3 2023, an estimated $650.
  • Disciplined Investments first reported a position in Option Care Health in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Option Care Health position peaked at $1K in Q3 2022.
  • 355 funds tracked by Wall St. Rank held Option Care Health as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.