Ewing Morris & Co Investment Partners’s Optimum Communications Inc OPTU Stock Holding History

Ewing Morris & Co Investment Partners’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 Q4	–	Sell	-7,000	Closed	-$22.9K	–	34
2023 Q3	$22.9K	Hold	7,000	–	–	0.02%	28
2023 Q2	$21.1K	Hold	7,000	–	–	0.02%	28
2023 Q1	$23.9K	Hold	7,000	–	–	0.02%	30
2022 Q4	$46.3K	Hold	7,000	–	–	0.06%	12
2022 Q3	$41K	Hold	7,000	–	–	0.05%	17
2022 Q2	$83K	Hold	7,000	–	–	0.06%	19
2022 Q1	$109K	Hold	7,000	–	–	0.07%	16
2021 Q4	$143K	Buy	+7,000	New	+$119K	0.1%	18

Other funds holding OPTU

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ewing Morris & Co Investment Partners's OPTU Position: Q4 2023 in Review

Ewing Morris & Co Investment Partners sold out of Optimum Communications Inc (OPTU) in Q4 2023, closing a stake of 7,000 shares — an estimated $22.9K sold.

Ewing Morris & Co Investment Partners first reported a position in OPTU in Q4 2021 and held it in 8 quarters. The position peaked at $143K in Q4 2021. 179 funds tracked by Wall St. Rank hold OPTU as of Q4 2023.

Ewing Morris & Co Investment Partners reported no remaining Optimum Communications Inc position as of Q4 2023 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 7,000 Optimum Communications Inc shares in Q4 2023, an estimated $22.9K.
Ewing Morris & Co Investment Partners first reported a position in Optimum Communications Inc in Q4 2021 and held it in 8 quarters.
Ewing Morris & Co Investment Partners's Optimum Communications Inc position peaked at $143K in Q4 2021.
179 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2023.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.