Eaton Vance Management’s OptimizeRx OPRX Stock Holding History

Eaton Vance Management’s Portfolio OPRX Stock Details OPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-226	Closed	-$14K	–	2433
2021 Q4	$14K	Buy	226 +121	+115%	+$9.17K	﹤0.01%	2480
2021 Q3	$0	Hold	105	–	–	﹤0.01%	2487
2021 Q2	$6K	Sell	105 -530	-83%	-$27K	﹤0.01%	2620
2021 Q1	$31K	Buy	+635	New	+$30.6K	﹤0.01%	1925

Other funds holding OPRX

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Eaton Vance Management's OPRX Position: Q1 2022 in Review

Eaton Vance Management sold out of OptimizeRx (OPRX) in Q1 2022, closing a stake of 226 shares — an estimated $14K sold.

Eaton Vance Management first reported a position in OPRX in Q1 2021 and held it in 4 quarters. The position peaked at $31K in Q1 2021. 153 funds tracked by Wall St. Rank hold OPRX as of Q1 2022.

Eaton Vance Management reported no remaining OptimizeRx position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 226 OptimizeRx shares in Q1 2022, an estimated $14K.
Eaton Vance Management first reported a position in OptimizeRx in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's OptimizeRx position peaked at $31K in Q1 2021.
153 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.