EGM
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Engineers Gate Manager’s Oppenheimer Holdings OPY Stock Holding History

Engineers Gate Manager’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Buy
+3,250
New +$272K ﹤0.01% 1723
2025
Q4 		– Sell
-3,567
Closed -$264K – 2421
2025
Q3 		$264K Buy
+3,567
New +$259K ﹤0.01% 1800
2020
Q4 		– Sell
-14,202
Closed -$317K – 1903
2020
Q3 		$317K Buy
+14,202
New +$330K 0.01% 1211
2020
Q2 		– Sell
-10,002
Closed -$198K – 1909
2020
Q1 		$198K Sell
10,002
-1,048
-9% -$25.6K 0.01% 1267
2019
Q4 		$304K Buy
11,050
+1,156
+12% +$32.2K 0.01% 1255
2019
Q3 		$297K Buy
+9,894
New +$284K 0.02% 1011

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return