DI
OPTU

Disciplined Investments’s Optimum Communications Inc OPTU Stock Holding History

Disciplined Investments’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31
Closed -$94 – 218
2023
Q2 		$94 Buy
31
+8
+35% +$23 ﹤0.01% 1605
2023
Q1 		$79 Buy
23
+2
+10% +$9 ﹤0.01% 1601
2022
Q4 		$97 Buy
21
+18
+600% +$88 ﹤0.01% 1535
2022
Q3 		$0 Sell
3
-26
-90% -$249 ﹤0.01% 1223
2022
Q2 		$0 Buy
29
+11
+61% +$115 ﹤0.01% 1256
2022
Q1 		$0 Buy
+18
New +$241 ﹤0.01% 1331

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Disciplined Investments's OPTU Position: Q3 2023 in Review

Disciplined Investments sold out of Optimum Communications Inc (OPTU) in Q3 2023, closing a stake of 31 shares — an estimated $94 sold.

Disciplined Investments first reported a position in OPTU in Q1 2022 and held it in 6 quarters. The position peaked at $97 in Q4 2022. 188 funds tracked by Wall St. Rank hold OPTU as of Q3 2023.

  • Disciplined Investments reported no remaining Optimum Communications Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 31 Optimum Communications Inc shares in Q3 2023, an estimated $94.
  • Disciplined Investments first reported a position in Optimum Communications Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Optimum Communications Inc position peaked at $97 in Q4 2022.
  • 188 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2023.

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